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Dakota Wealth Management’s Waste Management WM Stock Holding History

Dakota Wealth Management’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
Q1 		$16.7M Buy
72,698
+2,169
+3% +$498K 0.36% 68
2025
Q4 		$15.5M Buy
70,529
+4,713
+7% +$1M 0.27% 68
2025
Q3 		$14.5M Sell
65,816
-38,514
-37% -$8.67M 0.29% 69
2025
Q2 		$23.9M Buy
104,330
+35,172
+51% +$8.16M 0.5% 45
2025
Q1 		$16M Sell
69,158
-2,437
-3% -$540K 0.37% 55
2024
Q4 		$14.4M Sell
71,595
-219
-0.3% -$47K 0.33% 65
2024
Q3 		$14.9M Sell
71,814
-13,873
-16% -$2.89M 0.34% 65
2024
Q2 		$18.3M Buy
85,687
+1,399
+2% +$291K 0.43% 43
2024
Q1 		$18M Buy
84,288
+4,736
+6% +$931K 0.45% 44
2023
Q4 		$14.2M Sell
79,552
-12,314
-13% -$2.06M 0.55% 43
2023
Q3 		$14M Buy
91,866
+5,435
+6% +$879K 0.62% 37
2023
Q2 		$15M Buy
86,431
+20,326
+31% +$3.36M 0.71% 33
2023
Q1 		$10.8M Sell
66,105
-440
-0.7% -$67.4K 0.72% 33
2022
Q4 		$10.4M Sell
66,545
-520
-0.8% -$83.7K 0.74% 32
2022
Q3 		$10.7M Buy
67,065
+578
+0.9% +$95.4K 0.87% 25
2022
Q2 		$10.2M Buy
66,487
+816
+1% +$128K 0.94% 23
2022
Q1 		$10.4M Buy
65,671
+64,251
+4,525% +$9.74M 0.84% 25
2021
Q4 		$237K Hold
1,420
– – 0.03% 334
2021
Q3 		$212K Buy
+1,420
New +$213K 0.02% 321

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

Dakota Wealth Management's WM Position: Q1 2026 in Review

Dakota Wealth Management increased its Waste Management (WM) stake by 3.1% in Q1 2026, buying an estimated $498K and bringing the position to 72,698 shares worth $16.7M. The position accounts for 0.36% of the portfolio, ranked #68.

Dakota Wealth Management first reported a position in WM in Q3 2021 and has held it in 19 quarters since. The position peaked at $23.9M in Q2 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Dakota Wealth Management held 72,698 shares of Waste Management worth $16.7M as of Q1 2026.
  • Dakota Wealth Management bought 2,169 Waste Management shares in Q1 2026, an estimated $498K.
  • Waste Management made up 0.36% of Dakota Wealth Management's portfolio in Q1 2026, its #68 holding.
  • Dakota Wealth Management first reported a position in Waste Management in Q3 2021 and has held it in 19 quarters since.
  • Dakota Wealth Management's Waste Management position peaked at $23.9M in Q2 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.