Creative Planning
WM icon

Creative Planning’s Waste Management WM Stock Holding History

Creative Planning’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
2020
Q3 		– Sell
-500
Closed -$2K – 2289
2020
Q2 		$2K Buy
+500
New +$50.5K ﹤0.01% 1966

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

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.