Creative Planning’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 | $43.6M | Buy |
189,812
+13,241
| +7% | +$3.04M | 0.03% | 242 |
|
|
2025
Q4 | $38.8M | Sell |
176,571
-1,164
| -0.7% | -$248K | 0.03% | 243 |
|
|
2025
Q3 | $39.2M | Buy |
177,735
+20,565
| +13% | +$4.63M | 0.03% | 231 |
|
|
2025
Q2 | $36M | Buy |
157,170
+9,878
| +7% | +$2.29M | 0.03% | 225 |
|
|
2025
Q1 | $34.1M | Buy |
147,292
+8,598
| +6% | +$1.9M | 0.03% | 218 |
|
|
2024
Q4 | $28M | Buy |
138,694
+5,326
| +4% | +$1.14M | 0.03% | 231 |
|
|
2024
Q3 | $27.7M | Sell |
133,368
-690
| -0.5% | -$144K | 0.03% | 219 |
|
|
2024
Q2 | $28.6M | Sell |
134,058
-6,440
| -5% | -$1.34M | 0.03% | 209 |
|
|
2024
Q1 | $29.9M | Buy |
140,498
+4,044
| +3% | +$795K | 0.03% | 200 |
|
|
2023
Q4 | $24.4M | Sell |
136,454
-12,316
| -8% | -$2.07M | 0.05% | 212 |
|
|
2023
Q3 | $22.7M | Buy |
148,770
+21,672
| +17% | +$3.51M | 0.03% | 219 |
|
|
2023
Q2 | $22M | Sell |
127,098
-4,655
| -4% | -$770K | 0.03% | 208 |
|
|
2023
Q1 | $21.5M | Sell |
131,753
-516
| -0.4% | -$79K | 0.03% | 205 |
|
|
2022
Q4 | $20.8M | Buy |
132,269
+1,592
| +1% | +$256K | 0.03% | 209 |
|
|
2022
Q3 | $20.9M | Sell |
130,677
-3,570
| -3% | -$589K | 0.04% | 181 |
|
|
2022
Q2 | $20.5M | Buy |
134,247
+28,211
| +27% | +$4.42M | 0.03% | 191 |
|
|
2022
Q1 | $16.8M | Buy |
106,036
+22,341
| +27% | +$3.39M | 0.03% | 234 |
|
|
2021
Q4 | $14M | Buy |
83,695
+150
| +0.2% | +$24.1K | 0.02% | 231 |
|
|
2021
Q3 | $12.5M | Buy |
83,545
+604
| +0.7% | +$90.4K | 0.02% | 235 |
|
|
2021
Q2 | $11.6M | Sell |
82,941
-3,077
| -4% | -$425K | 0.02% | 242 |
|
|
2021
Q1 | $11.1M | Sell |
86,018
-1,072
| -1% | -$125K | 0.02% | 256 |
|
|
2020
Q4 | $10.3M | Buy |
87,090
+1,344
| +2% | +$157K | 0.02% | 252 |
|
|
2020
Q3 | $9.7M | Buy |
85,746
+2,673
| +3% | +$295K | 0.03% | 213 |
|
|
2020
Q2 | $8.8M | Sell |
83,073
-1,123
| -1% | -$113K | 0.03% | 205 |
|
|
2020
Q1 | $7.79M | Sell |
84,196
-3,792
| -4% | -$435K | 0.03% | 196 |
|
|
2019
Q4 | $10M | Buy |
87,988
+1,724
| +2% | +$195K | 0.03% | 188 |
|
|
2019
Q3 | $9.92M | Sell |
86,264
-4,799
| -5% | -$560K | 0.03% | 177 |
|
|
2019
Q2 | $10.5M | Buy |
91,063
+9,450
| +12% | +$1.03M | 0.04% | 174 |
|
|
2019
Q1 | $8.48M | Buy |
81,613
+1,444
| +2% | +$141K | 0.03% | 189 |
|
|
2018
Q4 | $7.13M | Buy |
80,169
+3,013
| +4% | +$271K | 0.03% | 190 |
|
|
2018
Q3 | $6.97M | Sell |
77,156
-716
| -0.9% | -$63.5K | 0.03% | 217 |
|
|
2018
Q2 | $6.33M | Buy |
77,872
+2,466
| +3% | +$204K | 0.02% | 220 |
|
|
2018
Q1 | $6.34M | Buy |
75,406
+5,782
| +8% | +$496K | 0.03% | 204 |
|
|
2017
Q4 | $6.01M | Buy |
69,624
+6,652
| +11% | +$542K | 0.03% | 208 |
|
|
2017
Q3 | $4.93M | Buy |
62,972
+3,806
| +6% | +$289K | 0.02% | 240 |
|
|
2017
Q2 | $4.34M | Buy |
59,166
+2,688
| +5% | +$196K | 0.02% | 248 |
|
|
2017
Q1 | $4.12M | Buy |
56,478
+5,151
| +10% | +$368K | 0.02% | 246 |
|
|
2016
Q4 | $3.64M | Sell |
51,327
-856
| -2% | -$57.3K | 0.02% | 266 |
|
|
2016
Q3 | $3.33M | Buy |
52,183
+4,628
| +10% | +$303K | 0.02% | 271 |
|
|
2016
Q2 | $3.15M | Buy |
47,555
+3,327
| +8% | +$201K | 0.02% | 243 |
|
|
2016
Q1 | $2.61M | Sell |
44,228
-1,656
| -4% | -$91.4K | 0.02% | 268 |
|
|
2015
Q4 | $2.45M | Sell |
45,884
-1,821
| -4% | -$96.8K | 0.02% | 271 |
|
|
2015
Q3 | $2.38M | Buy |
47,705
+5,980
| +14% | +$298K | 0.02% | 262 |
|
|
2015
Q2 | $1.93M | Buy |
41,725
+1,118
| +3% | +$56.2K | 0.02% | 296 |
|
|
2015
Q1 | $2.2M | Buy |
40,607
+2,758
| +7% | +$147K | 0.02% | 262 |
|
|
2014
Q4 | $1.94M | Buy |
37,849
+941
| +3% | +$45.8K | 0.02% | 281 |
|
|
2014
Q3 | $1.75M | Buy |
36,908
+6,263
| +20% | +$287K | 0.02% | 269 |
|
|
2014
Q2 | $1.37M | Sell |
30,645
-1,008
| -3% | -$43.9K | 0.02% | 304 |
|
|
2014
Q1 | $1.33M | Buy |
31,653
+2,444
| +8% | +$102K | 0.02% | 291 |
|
|
2013
Q4 | $1.31M | Buy |
29,209
+14,149
| +94% | +$618K | 0.02% | 255 |
|
|
2013
Q3 | $621K | Buy |
15,060
+977
| +7% | +$40.7K | 0.01% | 384 |
|
|
2013
Q2 | $568K | Buy |
+14,083
| New | +$569K | 0.01% | 378 |
|
Other funds holding WM
VCM
VPM
Creative Planning's WM Position: Q1 2026 in Review
Creative Planning increased its Waste Management (WM) stake by 7.5% in Q1 2026, buying an estimated $3.04M and bringing the position to 189,812 shares worth $43.6M. The position accounts for 0.03% of the portfolio, ranked #242.
Creative Planning first reported a position in WM in Q2 2013 and has held it in 52 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.
- Creative Planning held 189,812 shares of Waste Management worth $43.6M as of Q1 2026.
- Creative Planning bought 13,241 Waste Management shares in Q1 2026, an estimated $3.04M.
- Waste Management made up 0.03% of Creative Planning's portfolio in Q1 2026, its #242 holding.
- Creative Planning first reported a position in Waste Management in Q2 2013 and has held it in 52 quarters since.
- 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.