GWM
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Greenline Wealth Management’s Waste Management WM Stock Holding History

Greenline 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 		– Sell
-458
Closed -$101K – 520
2025
Q4 		$101K Buy
+458
New +$97.6K 0.1% 135

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Greenline Wealth Management's WM Position: Q1 2026 in Review

Greenline Wealth Management sold out of Waste Management (WM) in Q1 2026, closing a stake of 458 shares — an estimated $101K sold.

Greenline Wealth Management first reported a position in WM in Q4 2025 and held it in 1 quarter. The position peaked at $101K in Q4 2025. 2,364 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Greenline Wealth Management reported no remaining Waste Management position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 458 Waste Management shares in Q1 2026, an estimated $101K.
  • Greenline Wealth Management first reported a position in Waste Management in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Waste Management position peaked at $101K in Q4 2025.
  • 2,364 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.