Costello Asset Management
WM icon

Costello Asset Management’s Waste Management WM Stock Holding History

Costello Asset Management’s Portfolio WM Stock Details WM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17.3K Hold
85
– – 0.01% 403
2026
Q2 		$18.9K Hold
85
– – 0.01% 409
2026
Q1 		$19.5K Hold
85
– – 0.01% 391
2025
Q4 		$18.7K Sell
85
-135
-61% -$28.8K 0.01% 384
2025
Q3 		$48.6K Buy
+220
New +$49.5K 0.02% 243
2022
Q4 		– Sell
-45
Closed -$7K – 223
2022
Q3 		$7K Buy
45
+15
+50% +$2.48K 0.01% 168
2022
Q2 		$5K Buy
+30
New +$4.7K ﹤0.01% 188

Other funds holding WM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Costello Asset Management's WM Position: Q3 2026 in Review

Costello Asset Management held its Waste Management (WM) position steady in Q3 2026 at 85 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #403.

Costello Asset Management first reported a position in WM in Q2 2022 and has held it in 7 quarters since. The position peaked at $48.6K in Q3 2025. 1,592 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Costello Asset Management held 85 shares of Waste Management worth $17.3K as of Q3 2026.
  • Costello Asset Management left its Waste Management share count unchanged in Q3 2026.
  • Waste Management made up 0.01% of Costello Asset Management's portfolio in Q3 2026, its #403 holding.
  • Costello Asset Management first reported a position in Waste Management in Q2 2022 and has held it in 7 quarters since.
  • Costello Asset Management's Waste Management position peaked at $48.6K in Q3 2025.
  • 1,592 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Costello Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.