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Fiduciary Wealth Partners’s Waste Management WM Stock Holding History

Fiduciary Wealth Partners’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 		$552K Sell
2,403
-274
-10% -$63K 0.36% 27
2025
Q4 		$588K Hold
2,677
– – 0.24% 37
2025
Q3 		$591K Buy
2,677
+2,631
+5,720% +$593K 0.25% 37
2025
Q2 		$10.5K Sell
46
-1,889
-98% -$438K 0.01% 68
2025
Q1 		$448K Buy
+1,935
New +$429K 0.39% 18

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

Fiduciary Wealth Partners's WM Position: Q1 2026 in Review

Fiduciary Wealth Partners reduced its Waste Management (WM) stake by 10% in Q1 2026, selling an estimated $63K and leaving 2,403 shares worth $552K. The position accounts for 0.36% of the portfolio, ranked #27.

Fiduciary Wealth Partners first reported a position in WM in Q1 2025 and has held it in 5 quarters since. The position peaked at $591K in Q3 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Fiduciary Wealth Partners held 2,403 shares of Waste Management worth $552K as of Q1 2026.
  • Fiduciary Wealth Partners sold 274 Waste Management shares in Q1 2026, an estimated $63K.
  • Waste Management made up 0.36% of Fiduciary Wealth Partners's portfolio in Q1 2026, its #27 holding.
  • Fiduciary Wealth Partners first reported a position in Waste Management in Q1 2025 and has held it in 5 quarters since.
  • Fiduciary Wealth Partners's Waste Management position peaked at $591K in Q3 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

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