Cypress Wealth Services’s Waste Management WM Stock Holding History

Cypress Wealth 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 Q3	$486K	Buy	2,337 +1	+0%	+$224	0.06%	238
2026 Q2	$521K	Buy	2,336 +76	+3%	+$16.9K	0.06%	235
2026 Q1	$519K	Buy	2,260 +31	+1%	+$7.12K	0.07%	217
2025 Q4	$490K	Buy	2,229 +319	+17%	+$68K	0.07%	211
2025 Q3	$422K	Buy	1,910 +13	+0.7%	+$2.93K	0.07%	198
2025 Q2	$434K	Buy	1,897 +39	+2%	+$9.05K	0.08%	190
2025 Q1	$430K	Sell	1,858 -92	-5%	-$20.4K	0.09%	167
2024 Q4	$394K	Buy	1,950 +53	+3%	+$11.4K	0.08%	174
2024 Q3	$394K	Buy	+1,897	New	+$396K	0.08%	179
2021 Q2	–	Sell	-1,568	Closed	-$202K	–	310
2021 Q1	$202K	Sell	1,568 -248	-14%	-$29K	0.04%	284
2020 Q4	$214K	Buy	+1,816	New	+$212K	0.05%	262

Other funds holding WM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Cypress Wealth Services's WM Position: Q3 2026 in Review

Cypress Wealth Services increased its Waste Management (WM) stake by 0.04% in Q3 2026, buying an estimated $224 and bringing the position to 2,337 shares worth $486K. The position accounts for 0.06% of the portfolio, ranked #238.

Cypress Wealth Services first reported a position in WM in Q4 2020 and has held it in 11 quarters since. The position peaked at $521K in Q2 2026. 1,592 funds tracked by Wall St. Rank hold WM as of Q3 2026.

Cypress Wealth Services held 2,337 shares of Waste Management worth $486K as of Q3 2026.
Cypress Wealth Services bought 1 Waste Management share in Q3 2026, an estimated $224.
Waste Management made up 0.06% of Cypress Wealth Services's portfolio in Q3 2026, its #238 holding.
Cypress Wealth Services first reported a position in Waste Management in Q4 2020 and has held it in 11 quarters since.
Cypress Wealth Services's Waste Management position peaked at $521K in Q2 2026.
1,592 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.