FourThought Financial Partners’s Waste Management WM Stock Holding History

FourThought Financial Partners’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	$1.03M	Sell	4,465 -112	-2%	-$25.7K	0.09%	131
2025 Q4	$1.01M	Buy	4,577 +33	+0.7%	+$7.03K	0.08%	140
2025 Q3	$1M	Sell	4,544 -289	-6%	-$65.1K	0.09%	138
2025 Q2	$1.11M	Buy	4,833 +63	+1%	+$14.6K	0.11%	129
2025 Q1	$1.1M	Sell	4,770 -655	-12%	-$145K	0.12%	122
2024 Q4	$1.09M	Buy	+5,425	New	+$1.17M	0.11%	124
2024 Q2	–	Sell	-5,582	Closed	-$1.19M	–	323
2024 Q1	$1.19M	Sell	5,582 -213	-4%	-$41.9K	0.14%	115
2023 Q4	$1.04M	Sell	5,795 -97	-2%	-$16.3K	0.13%	122
2023 Q3	$898K	Sell	5,892 -209	-3%	-$33.8K	0.13%	126
2023 Q2	$1.06M	Sell	6,101 -599	-9%	-$99K	0.14%	113
2023 Q1	$1.09M	Sell	6,700 -139	-2%	-$21.3K	0.15%	118
2022 Q4	$1.07M	Buy	+6,839	New	+$1.1M	0.16%	119

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 $34.1B AUM 20.22% 1-Year Est. Return

FourThought Financial Partners's WM Position: Q1 2026 in Review

FourThought Financial Partners reduced its Waste Management (WM) stake by 2.4% in Q1 2026, selling an estimated $25.7K and leaving 4,465 shares worth $1.03M. The position accounts for 0.09% of the portfolio, ranked #131.

FourThought Financial Partners first reported a position in WM in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.19M in Q1 2024. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

FourThought Financial Partners held 4,465 shares of Waste Management worth $1.03M as of Q1 2026.
FourThought Financial Partners sold 112 Waste Management shares in Q1 2026, an estimated $25.7K.
Waste Management made up 0.09% of FourThought Financial Partners's portfolio in Q1 2026, its #131 holding.
FourThought Financial Partners first reported a position in Waste Management in Q4 2022 and has held it in 12 quarters since.
FourThought Financial Partners's Waste Management position peaked at $1.19M in Q1 2024.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.