Fiduciary Family Office’s Waste Management WM Stock Holding History

Fiduciary Family Office’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	$540K	Sell	2,350 -200	-8%	-$46K	0.15%	101
2025 Q4	$560K	Sell	2,550 -1,451	-36%	-$309K	0.16%	103
2025 Q3	$884K	Buy	4,001 +739	+23%	+$166K	0.25%	82
2025 Q2	$746K	Sell	3,262 -44	-1%	-$10.2K	0.24%	85
2025 Q1	$765K	Buy	+3,306	New	+$732K	0.25%	87
2024 Q4	–	Sell	-2,597	Closed	-$539K	–	258
2024 Q3	$539K	Buy	+2,597	New	+$542K	0.18%	122

Other funds holding WM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Fiduciary Family Office's WM Position: Q1 2026 in Review

Fiduciary Family Office reduced its Waste Management (WM) stake by 7.8% in Q1 2026, selling an estimated $46K and leaving 2,350 shares worth $540K. The position accounts for 0.15% of the portfolio, ranked #101.

Fiduciary Family Office first reported a position in WM in Q3 2024 and has held it in 6 quarters since. The position peaked at $884K in Q3 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Fiduciary Family Office held 2,350 shares of Waste Management worth $540K as of Q1 2026.
Fiduciary Family Office sold 200 Waste Management shares in Q1 2026, an estimated $46K.
Waste Management made up 0.15% of Fiduciary Family Office's portfolio in Q1 2026, its #101 holding.
Fiduciary Family Office first reported a position in Waste Management in Q3 2024 and has held it in 6 quarters since.
Fiduciary Family Office's Waste Management position peaked at $884K in Q3 2025.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.