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CRA Financial Services’s Waste Management WM Stock Holding History

CRA Financial Services’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
Q1 		– Sell
-913
Closed -$201K – 303
2025
Q4 		$201K Sell
913
-328
-26% -$69.9K 0.03% 288
2025
Q3 		$274K Buy
1,241
+43
+4% +$9.69K 0.04% 246
2025
Q2 		$274K Sell
1,198
-203
-14% -$47.1K 0.04% 226
2025
Q1 		$324K Buy
1,401
+269
+24% +$59.6K 0.06% 198
2024
Q4 		$228K Buy
1,132
+16
+1% +$3.44K 0.04% 234
2024
Q3 		$232K Buy
1,116
+50
+5% +$10.4K 0.04% 235
2024
Q2 		$227K Hold
1,066
– – 0.05% 229
2024
Q1 		$227K Buy
+1,066
New +$209K 0.05% 222

Other funds holding WM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

CRA Financial Services's WM Position: Q1 2026 in Review

CRA Financial Services sold out of Waste Management (WM) in Q1 2026, closing a stake of 913 shares — an estimated $201K sold.

CRA Financial Services first reported a position in WM in Q1 2024 and held it in 8 quarters. The position peaked at $324K in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • CRA Financial Services reported no remaining Waste Management position as of Q1 2026 after selling out during the quarter.
  • CRA Financial Services sold 913 Waste Management shares in Q1 2026, an estimated $201K.
  • CRA Financial Services first reported a position in Waste Management in Q1 2024 and held it in 8 quarters.
  • CRA Financial Services's Waste Management position peaked at $324K in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on CRA Financial Services's 13F filing for Q1 2026, filed 9 Apr 2026.