FWP
WM icon

Falcon Wealth Planning’s Waste Management WM Stock Holding History

Falcon Wealth Planning’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
Q2 		$706K Buy
3,167
+77
+2% +$17.1K 0.04% 123
2026
Q1 		$710K Buy
3,090
+70
+2% +$16.1K 0.05% 108
2025
Q4 		$663K Buy
3,020
+198
+7% +$42.2K 0.06% 102
2025
Q3 		$623K Sell
2,822
-59
-2% -$13.3K 0.06% 101
2025
Q2 		$659K Hold
2,881
– – 0.07% 87
2025
Q1 		$667K Buy
2,881
+118
+4% +$26.1K 0.07% 82
2024
Q4 		$557K Hold
2,763
– – 0.06% 89
2024
Q3 		$574K Sell
2,763
-12
-0.4% -$2.5K 0.07% 83
2024
Q2 		$592K Buy
2,775
+95
+4% +$19.7K 0.08% 71
2024
Q1 		$571K Buy
2,680
+14
+0.5% +$2.75K 0.09% 73
2023
Q4 		$477K Buy
+2,666
New +$447K 0.08% 77

Other funds holding WM

CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM