Empirical Wealth Management
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Empirical Wealth Management’s Waste Management WM Stock Holding History

Empirical 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
Q3 		$1.09M Sell
5,322
-511
-9% -$114K 0.01% 463
2026
Q2 		$1.3M Buy
5,833
+382
+7% +$85K 0.02% 348
2026
Q1 		$1.25M Buy
5,451
+1,347
+33% +$310K 0.02% 312
2025
Q4 		$902K Buy
4,104
+39
+1% +$8.31K 0.02% 351
2025
Q3 		$898K Buy
4,065
+109
+3% +$24.5K 0.02% 344
2025
Q2 		$905K Sell
3,956
-243
-6% -$56.4K 0.02% 325
2025
Q1 		$972K Buy
4,199
+407
+11% +$90.1K 0.03% 303
2024
Q4 		$765K Buy
3,792
+664
+21% +$143K 0.02% 310
2024
Q3 		$649K Sell
3,128
-134
-4% -$28K 0.02% 335
2024
Q2 		$696K Buy
3,262
+2
+0.1% +$416 0.02% 295
2024
Q1 		$695K Buy
3,260
+322
+11% +$63.3K 0.02% 291
2023
Q4 		$526K Sell
2,938
-7
-0.2% -$1.17K 0.02% 313
2023
Q3 		$449K Sell
2,945
-246
-8% -$39.8K 0.02% 318
2023
Q2 		$553K Sell
3,191
-168
-5% -$27.8K 0.02% 290
2023
Q1 		$548K Buy
3,359
+393
+13% +$60.2K 0.02% 310
2022
Q4 		$465K Sell
2,966
-804
-21% -$129K 0.02% 321
2022
Q3 		$604K Buy
3,770
+505
+15% +$83.4K 0.03% 263
2022
Q2 		$499K Sell
3,265
-59
-2% -$9.24K 0.03% 297
2022
Q1 		$527K Sell
3,324
-560
-14% -$84.9K 0.03% 321
2021
Q4 		$648K Buy
3,884
+488
+14% +$78.5K 0.03% 290
2021
Q3 		$507K Buy
3,396
+13
+0.4% +$1.94K 0.03% 296
2021
Q2 		$474K Sell
3,383
-127
-4% -$17.6K 0.03% 310
2021
Q1 		$453K Buy
3,510
+565
+19% +$66K 0.04% 265
2020
Q4 		$347K Buy
2,945
+103
+4% +$12K 0.03% 291
2020
Q3 		$322K Buy
2,842
+511
+22% +$56.5K 0.03% 275
2020
Q2 		$247K Buy
+2,331
New +$235K 0.02% 294
2020
Q1 		– Sell
-1,830
Closed -$209K – 364
2019
Q4 		$209K Buy
+1,830
New +$207K 0.02% 309

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

Empirical Wealth Management's WM Position: Q3 2026 in Review

Empirical Wealth Management reduced its Waste Management (WM) stake by 8.8% in Q3 2026, selling an estimated $114K and leaving 5,322 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #463.

Empirical Wealth Management first reported a position in WM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.3M in Q2 2026. 1,476 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Empirical Wealth Management held 5,322 shares of Waste Management worth $1.09M as of Q3 2026.
  • Empirical Wealth Management sold 511 Waste Management shares in Q3 2026, an estimated $114K.
  • Waste Management made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #463 holding.
  • Empirical Wealth Management first reported a position in Waste Management in Q4 2019 and has held it in 27 quarters since.
  • Empirical Wealth Management's Waste Management position peaked at $1.3M in Q2 2026.
  • 1,476 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.