Cypress Wealth Services
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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
2020
Q4 		– Sell
-1,813
Closed -$205K – 519
2020
Q3 		$205K Buy
+1,813
New +$200K 0.05% 251

Other funds holding WM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Vontobel Holding
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.