Creative Financial Designs’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $340K | Buy |
1,479
+25
| +2% | +$5.74K | 0.02% | 414 |
|
|
2025
Q4 | $319K | Sell |
1,454
-54
| -4% | -$11.5K | 0.02% | 388 |
|
|
2025
Q3 | $333K | Buy |
1,508
+1
| +0.1% | +$225 | 0.02% | 383 |
|
|
2025
Q2 | $345K | Buy |
1,507
+36
| +2% | +$8.35K | 0.02% | 371 |
|
|
2025
Q1 | $341K | Sell |
1,471
-65
| -4% | -$14.4K | 0.03% | 341 |
|
|
2024
Q4 | $310K | Buy |
1,536
+201
| +15% | +$43.2K | 0.03% | 363 |
|
|
2024
Q3 | $277K | Sell |
1,335
-493
| -27% | -$103K | 0.02% | 383 |
|
|
2024
Q2 | $390K | Buy |
1,828
+289
| +19% | +$60.1K | 0.03% | 308 |
|
|
2024
Q1 | $328K | Buy |
1,539
+341
| +28% | +$67K | 0.03% | 322 |
|
|
2023
Q4 | $215K | Buy |
1,198
+19
| +2% | +$3.19K | 0.02% | 374 |
|
|
2023
Q3 | $180K | Sell |
1,179
-101
| -8% | -$16.3K | 0.02% | 354 |
|
|
2023
Q2 | $222K | Sell |
1,280
-168
| -12% | -$27.8K | 0.03% | 322 |
|
|
2023
Q1 | $236K | Sell |
1,448
-165
| -10% | -$25.3K | 0.03% | 300 |
|
|
2022
Q4 | $253K | Buy |
1,613
+102
| +7% | +$16.4K | 0.04% | 280 |
|
|
2022
Q3 | $242K | Buy |
1,511
+202
| +15% | +$33.3K | 0.04% | 268 |
|
|
2022
Q2 | $200K | Buy |
1,309
+901
| +221% | +$141K | 0.03% | 291 |
|
|
2022
Q1 | $65K | Hold |
408
| – | – | 0.01% | 509 |
|
|
2021
Q4 | $68K | Sell |
408
-54
| -12% | -$8.68K | 0.01% | 513 |
|
|
2021
Q3 | $69K | Hold |
462
| – | – | 0.01% | 531 |
|
|
2021
Q2 | $65K | Hold |
462
| – | – | 0.01% | 536 |
|
|
2021
Q1 | $60K | Sell |
462
-98
| -18% | -$11.5K | 0.01% | 524 |
|
|
2020
Q4 | $66K | Buy |
560
+204
| +57% | +$23.8K | 0.01% | 451 |
|
|
2020
Q3 | $40K | Buy |
356
+55
| +18% | +$6.08K | 0.01% | 512 |
|
|
2020
Q2 | $32K | Buy |
301
+204
| +210% | +$20.6K | 0.01% | 499 |
|
|
2020
Q1 | $9K | Buy |
+97
| New | +$11.1K | ﹤0.01% | 355 |
|
|
2019
Q3 | – | Sell |
-164
| Closed | -$19K | – | 664 |
|
|
2019
Q2 | $19K | Hold |
164
| – | – | 0.01% | 332 |
|
|
2019
Q1 | $17K | Hold |
164
| – | – | 0.01% | 329 |
|
|
2018
Q4 | $15K | Hold |
164
| – | – | 0.01% | 316 |
|
|
2018
Q3 | $15K | Hold |
164
| – | – | 0.01% | 387 |
|
|
2018
Q2 | $13K | Hold |
164
| – | – | 0.01% | 433 |
|
|
2018
Q1 | $14K | Hold |
164
| – | – | 0.01% | 381 |
|
|
2017
Q4 | $14K | Sell |
164
-50
| -23% | -$4.07K | 0.01% | 371 |
|
|
2017
Q3 | $17K | Sell |
214
-136
| -39% | -$10.3K | 0.01% | 358 |
|
|
2017
Q2 | $26K | Hold |
350
| – | – | 0.02% | 291 |
|
|
2017
Q1 | $26K | Hold |
350
| – | – | 0.02% | 293 |
|
|
2016
Q4 | $25K | Buy |
+350
| New | +$23.4K | 0.02% | 291 |
|
Other funds holding WM
VCM
VPM
Creative Financial Designs's WM Position: Q1 2026 in Review
Creative Financial Designs increased its Waste Management (WM) stake by 1.7% in Q1 2026, buying an estimated $5.74K and bringing the position to 1,479 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #414.
Creative Financial Designs first reported a position in WM in Q4 2016 and has held it in 36 quarters since. The position peaked at $390K in Q2 2024. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.
- Creative Financial Designs held 1,479 shares of Waste Management worth $340K as of Q1 2026.
- Creative Financial Designs bought 25 Waste Management shares in Q1 2026, an estimated $5.74K.
- Waste Management made up 0.02% of Creative Financial Designs's portfolio in Q1 2026, its #414 holding.
- Creative Financial Designs first reported a position in Waste Management in Q4 2016 and has held it in 36 quarters since.
- Creative Financial Designs's Waste Management position peaked at $390K in Q2 2024.
- 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.