Financial Network Wealth Management’s Waste Management WM Stock Holding History

Financial Network Wealth 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	$780K	Sell	3,395 -358	-10%	-$82.3K	0.25%	52
2025 Q4	$824K	Sell	3,753 -4	-0.1%	-$853	0.25%	50
2025 Q3	$753K	Buy	+3,757	New	+$846K	0.23%	53
2025 Q1	$979K	Sell	4,229 -300	-7%	-$66.4K	0.35%	48
2024 Q4	$913K	Sell	4,529 -61	-1%	-$13.1K	0.33%	50
2024 Q3	$952K	Hold	4,590	–	–	0.34%	50
2024 Q2	$979K	Buy	+4,590	New	+$954K	0.37%	48
2024 Q1	–	Sell	-5,107	Closed	-$914K	–	109
2023 Q4	$914K	Sell	5,107 -68	-1%	-$11.4K	0.4%	45
2023 Q3	$782K	Buy	5,175 +200	+4%	+$32.4K	0.38%	44
2023 Q2	$810K	Sell	4,975 -550	-10%	-$90.9K	0.37%	45
2023 Q1	$902K	Hold	5,525	–	–	0.45%	44
2022 Q4	$867K	Hold	5,525	–	–	0.47%	44
2022 Q3	$885K	Hold	5,525	–	–	0.55%	33
2022 Q2	$845K	Hold	5,525	–	–	0.51%	34
2022 Q1	$876K	Hold	5,525	–	–	0.46%	34
2021 Q4	$922K	Hold	5,525	–	–	0.47%	33
2021 Q3	$825K	Hold	5,525	–	–	0.47%	30
2021 Q2	$774K	Sell	5,525 -175	-3%	-$24.2K	0.46%	31
2021 Q1	$735K	Hold	5,700	–	–	0.48%	30
2020 Q4	$672K	Buy	+5,700	New	+$665K	0.53%	30

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 $37.4B AUM 35.42% 1-Year Est. Return

Financial Network Wealth Management's WM Position: Q1 2026 in Review

Financial Network Wealth Management reduced its Waste Management (WM) stake by 9.5% in Q1 2026, selling an estimated $82.3K and leaving 3,395 shares worth $780K. The position accounts for 0.25% of the portfolio, ranked #52.

Financial Network Wealth Management first reported a position in WM in Q4 2020 and has held it in 20 quarters since. The position peaked at $979K in Q1 2025. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Financial Network Wealth Management held 3,395 shares of Waste Management worth $780K as of Q1 2026.
Financial Network Wealth Management sold 358 Waste Management shares in Q1 2026, an estimated $82.3K.
Waste Management made up 0.25% of Financial Network Wealth Management's portfolio in Q1 2026, its #52 holding.
Financial Network Wealth Management first reported a position in Waste Management in Q4 2020 and has held it in 20 quarters since.
Financial Network Wealth Management's Waste Management position peaked at $979K in Q1 2025.
2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.