Financial Gravity Asset Management’s Waste Management WM Stock Holding History

Financial Gravity Asset 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 Q1	$1.38K	Buy	+6	New	+$1.38K	﹤0.01%	735
2019 Q4	$121K	Sell	81 -39	-33%	-$4.4K	0.08%	250
2019 Q3	$14K	Sell	120 -162	-57%	-$18.9K	0.01%	543
2019 Q2	$33K	Buy	282 +161	+133%	+$17.5K	0.03%	398
2019 Q1	$13K	Buy	+121	New	+$11.8K	0.01%	515
2018 Q2	–	Sell	-21	Closed	-$2K	–	1630
2018 Q1	$2K	Buy	+21	New	+$1.8K	﹤0.01%	1013

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Financial Gravity Asset Management's WM Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in Waste Management (WM) in Q1 2026: 6 shares worth $1.38K. The stake represents ﹤0.01% of the portfolio and ranks #735 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in WM as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in WM in Q1 2018 and has held it in 6 quarters since. The position peaked at $121K in Q4 2019. 2,368 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Financial Gravity Asset Management held 6 shares of Waste Management worth $1.38K as of Q1 2026.
Waste Management was a new Financial Gravity Asset Management position in Q1 2026.
Waste Management made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #735 holding.
Financial Gravity Asset Management first reported a position in Waste Management in Q1 2018 and has held it in 6 quarters since.
Financial Gravity Asset Management's Waste Management position peaked at $121K in Q4 2019.
2,368 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.