FP
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Financial Perspectives’s Waste Management WM Stock Holding History

Financial Perspectives’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 		$426K Hold
1,852
– – 0.12% 108
2025
Q4 		$407K Hold
1,852
– – 0.11% 110
2025
Q3 		$409K Buy
1,852
+865
+88% +$195K 0.11% 110
2025
Q2 		$226K Hold
987
– – 0.07% 137
2025
Q1 		$229K Hold
987
– – 0.08% 130
2024
Q4 		$199K Buy
987
+300
+44% +$64.4K 0.07% 140
2024
Q3 		$143K Hold
687
– – 0.05% 173
2024
Q2 		$147K Hold
687
– – 0.05% 165
2024
Q1 		$146K Sell
687
-26
-4% -$5.11K 0.06% 169
2023
Q4 		$128K Buy
713
+20
+3% +$3.35K 0.05% 173
2023
Q3 		$106K Hold
693
– – 0.05% 178
2023
Q2 		$120K Hold
693
– – 0.05% 163
2023
Q1 		$113K Hold
693
– – 0.05% 169
2022
Q4 		$109K Buy
693
+1
+0.1% +$161 0.06% 165
2022
Q3 		$111K Hold
692
– – 0.06% 164
2022
Q2 		$106K Hold
692
– – 0.06% 166
2022
Q1 		$110K Buy
692
+192
+38% +$29.1K 0.05% 181
2021
Q4 		$83.5K Hold
500
– – 0.04% 192
2021
Q3 		$74.7K Hold
500
– – 0.04% 196
2021
Q2 		$70.1K Sell
500
-64,010
-99% -$8.85M 0.03% 223
2021
Q1 		$500K Buy
64,510
+64,010
+12,802% +$7.48M 0.02% 288
2020
Q4 		$59K Hold
500
– – 0.03% 210
2020
Q3 		$56.6K Hold
500
– – 0.04% 192
2020
Q2 		$53K Hold
500
– – 0.04% 185
2020
Q1 		$46.3K Hold
500
– – 0.04% 172
2019
Q4 		$57K Buy
+500
New +$56.5K 0.04% 167

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

Financial Perspectives's WM Position: Q1 2026 in Review

Financial Perspectives held its Waste Management (WM) position steady in Q1 2026 at 1,852 shares worth $426K. The position accounts for 0.12% of the portfolio, ranked #108.

Financial Perspectives first reported a position in WM in Q4 2019 and has held it in 26 quarters since. The position peaked at $500K in Q1 2021. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Financial Perspectives held 1,852 shares of Waste Management worth $426K as of Q1 2026.
  • Financial Perspectives left its Waste Management share count unchanged in Q1 2026.
  • Waste Management made up 0.12% of Financial Perspectives's portfolio in Q1 2026, its #108 holding.
  • Financial Perspectives first reported a position in Waste Management in Q4 2019 and has held it in 26 quarters since.
  • Financial Perspectives's Waste Management position peaked at $500K in Q1 2021.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.