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Delta Financial Advisors’s Waste Management WM Stock Holding History

Delta Financial Advisors’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 		$207K Buy
+900
New +$207K 0.05% 144
2025
Q4 		– Sell
-1,100
Closed -$243K – 153
2025
Q3 		$243K Buy
+1,100
New +$248K 0.07% 137

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

Delta Financial Advisors's WM Position: Q1 2026 in Review

Delta Financial Advisors opened a new position in Waste Management (WM) in Q1 2026: 900 shares worth $207K. The stake represents 0.05% of the portfolio and ranks #144 among its holdings. This is a return to the name: Delta Financial Advisors previously reported a position in WM as recently as Q3 2025.

Delta Financial Advisors first reported a position in WM in Q3 2025 and has held it in 2 quarters since. The position peaked at $243K in Q3 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Delta Financial Advisors held 900 shares of Waste Management worth $207K as of Q1 2026.
  • Waste Management was a new Delta Financial Advisors position in Q1 2026.
  • Waste Management made up 0.05% of Delta Financial Advisors's portfolio in Q1 2026, its #144 holding.
  • Delta Financial Advisors first reported a position in Waste Management in Q3 2025 and has held it in 2 quarters since.
  • Delta Financial Advisors's Waste Management position peaked at $243K in Q3 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.