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Greystone Financial Group’s Waste Management WM Stock Holding History

Greystone Financial Group’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 		$8.08M Sell
35,158
-22,912
-39% -$5.26M 2.29% 13
2025
Q4 		$12.8M Buy
58,070
+4,342
+8% +$925K 1.99% 20
2025
Q3 		$11.9M Buy
53,728
+6,799
+14% +$1.53M 1.84% 23
2025
Q2 		$10.7M Buy
46,929
+5,269
+13% +$1.22M 1.77% 24
2025
Q1 		$9.64M Buy
41,660
+5,054
+14% +$1.12M 1.75% 24
2024
Q4 		$7.39M Buy
+36,606
New +$7.86M 1.28% 33
2022
Q1 		– Sell
-24,822
Closed -$4.14M – 95
2021
Q4 		$4.14M Sell
24,822
-12,517
-34% -$2.01M 0.99% 40
2021
Q3 		$5.58M Sell
37,339
-14,155
-27% -$2.12M 1.66% 21
2021
Q2 		$7.21M Buy
51,494
+193
+0.4% +$26.7K 1.79% 17
2021
Q1 		$7.24M Buy
+51,301
New +$6M 1.82% 19

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

Greystone Financial Group's WM Position: Q1 2026 in Review

Greystone Financial Group reduced its Waste Management (WM) stake by 39% in Q1 2026, selling an estimated $5.26M and leaving 35,158 shares worth $8.08M. The position accounts for 2.29% of the portfolio, ranked #13.

Greystone Financial Group first reported a position in WM in Q1 2021 and has held it in 10 quarters since. The position peaked at $12.8M in Q4 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Greystone Financial Group held 35,158 shares of Waste Management worth $8.08M as of Q1 2026.
  • Greystone Financial Group sold 22,912 Waste Management shares in Q1 2026, an estimated $5.26M.
  • Waste Management made up 2.29% of Greystone Financial Group's portfolio in Q1 2026, its #13 holding.
  • Greystone Financial Group first reported a position in Waste Management in Q1 2021 and has held it in 10 quarters since.
  • Greystone Financial Group's Waste Management position peaked at $12.8M in Q4 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Greystone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.