Financial Guidance Group’s Waste Management WM Stock Holding History

Financial Guidance Group’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	$211K	Buy	1,037 +5	+0.5%	+$1.12K	0.08%	93
2026 Q2	$230K	Hold	1,032	–	–	0.09%	88
2026 Q1	$237K	Sell	1,032 -35	-3%	-$8.04K	0.1%	85
2025 Q4	$234K	Hold	1,067	–	–	0.1%	85
2025 Q3	$236K	Sell	1,067 -25	-2%	-$5.63K	0.11%	80
2025 Q2	$250K	Hold	1,092	–	–	0.12%	75
2025 Q1	$253K	Hold	1,092	–	–	0.14%	65
2024 Q4	$220K	Hold	1,092	–	–	0.12%	68
2024 Q3	$227K	Hold	1,092	–	–	0.13%	65
2024 Q2	$233K	Hold	1,092	–	–	0.14%	64
2024 Q1	$233K	Buy	+1,092	New	+$215K	0.15%	52

Other funds holding WM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Financial Guidance Group's WM Position: Q3 2026 in Review

Financial Guidance Group increased its Waste Management (WM) stake by 0.48% in Q3 2026, buying an estimated $1.12K and bringing the position to 1,037 shares worth $211K. The position accounts for 0.08% of the portfolio, ranked #93.

Financial Guidance Group first reported a position in WM in Q1 2024 and has held it in 11 quarters since. The position peaked at $253K in Q1 2025. 1,592 funds tracked by Wall St. Rank hold WM as of Q3 2026.

Financial Guidance Group held 1,037 shares of Waste Management worth $211K as of Q3 2026.
Financial Guidance Group bought 5 Waste Management shares in Q3 2026, an estimated $1.12K.
Waste Management made up 0.08% of Financial Guidance Group's portfolio in Q3 2026, its #93 holding.
Financial Guidance Group first reported a position in Waste Management in Q1 2024 and has held it in 11 quarters since.
Financial Guidance Group's Waste Management position peaked at $253K in Q1 2025.
1,592 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Financial Guidance Group's 13F filing for Q3 2026, filed 21 Oct 2026.