GWM
WM icon

Gilpin Wealth Management’s Waste Management WM Stock Holding History

Gilpin 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
Q3 		$706K Sell
3,462
-108
-3% -$24.2K 0.48% 60
2026
Q2 		$796K Sell
3,570
-30
-0.8% -$6.67K 0.55% 56
2026
Q1 		$827K Sell
3,600
-20
-0.6% -$4.59K 0.66% 45
2025
Q4 		$795K Buy
+3,620
New +$772K 0.63% 47

Other funds holding WM

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gilpin Wealth Management's WM Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Waste Management (WM) stake by 3% in Q3 2026, selling an estimated $24.2K and leaving 3,462 shares worth $706K. The position accounts for 0.48% of the portfolio, ranked #60.

Gilpin Wealth Management first reported a position in WM in Q4 2025 and has held it in 4 quarters since. The position peaked at $827K in Q1 2026. 112 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Gilpin Wealth Management held 3,462 shares of Waste Management worth $706K as of Q3 2026.
  • Gilpin Wealth Management sold 108 Waste Management shares in Q3 2026, an estimated $24.2K.
  • Waste Management made up 0.48% of Gilpin Wealth Management's portfolio in Q3 2026, its #60 holding.
  • Gilpin Wealth Management first reported a position in Waste Management in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Waste Management position peaked at $827K in Q1 2026.
  • 112 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.