Focus Partners Wealth
WM icon

Focus Partners Wealth’s Waste Management WM Stock Holding History

Focus Partners Wealth’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 		$116M Buy
506,019
+93,458
+23% +$21.5M 0.13% 164
2025
Q4 		$90.6M Buy
412,561
+220,262
+115% +$46.9M 0.1% 190
2025
Q3 		$42.5M Sell
192,299
-3,426
-2% -$772K 0.07% 238
2025
Q2 		$45M Sell
195,725
-770
-0.4% -$179K 0.1% 197
2025
Q1 		$45.5M Buy
196,495
+966
+0.5% +$214K 0.11% 175
2024
Q4 		$39.5M Buy
195,529
+143,200
+274% +$30.8M 0.1% 188
2024
Q3 		$10.9M Sell
52,329
-105,476
-67% -$22M 0.03% 392
2024
Q2 		$33.7M Sell
157,805
-1,206
-0.8% -$251K 0.11% 179
2024
Q1 		$33.9M Buy
159,011
+148,958
+1,482% +$29.3M 0.28% 91
2023
Q4 		$1.8M Buy
+10,053
New +$1.69M 0.02% 367

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

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

Focus Partners Wealth increased its Waste Management (WM) stake by 23% in Q1 2026, buying an estimated $21.5M and bringing the position to 506,019 shares worth $116M. The position accounts for 0.13% of the portfolio, ranked #164.

Focus Partners Wealth first reported a position in WM in Q4 2023 and has held it in 10 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Focus Partners Wealth held 506,019 shares of Waste Management worth $116M as of Q1 2026.
  • Focus Partners Wealth bought 93,458 Waste Management shares in Q1 2026, an estimated $21.5M.
  • Waste Management made up 0.13% of Focus Partners Wealth's portfolio in Q1 2026, its #164 holding.
  • Focus Partners Wealth first reported a position in Waste Management in Q4 2023 and has held it in 10 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.