HWM
WM icon

HB Wealth Management’s Waste Management WM Stock Holding History

HB 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 		$10.4M Sell
45,414
-292
-0.6% -$67.1K 0.07% 154
2025
Q4 		$10M Sell
45,706
-3,315
-7% -$707K 0.07% 154
2025
Q3 		$10.8M Buy
49,021
+2,288
+5% +$515K 0.07% 138
2025
Q2 		$10.7M Sell
46,733
-4
-0% -$928 0.09% 124
2025
Q1 		$10.8M Buy
46,737
+1,069
+2% +$237K 0.09% 122
2024
Q4 		$9.22M Buy
45,668
+2,752
+6% +$591K 0.09% 101
2024
Q3 		$8.91M Buy
42,916
+1,322
+3% +$276K 0.1% 104
2024
Q2 		$8.87M Buy
41,594
+1,186
+3% +$247K 0.1% 93
2024
Q1 		$8.61M Buy
40,408
+38
+0.1% +$7.47K 0.11% 98
2023
Q4 		$7.23M Buy
40,370
+1,779
+5% +$298K 0.1% 103
2023
Q3 		$5.88M Buy
38,591
+2,678
+7% +$433K 0.1% 112
2023
Q2 		$6.23M Buy
35,913
+685
+2% +$113K 0.1% 106
2023
Q1 		$5.75M Buy
35,228
+1,579
+5% +$242K 0.1% 104
2022
Q4 		$5.28M Buy
33,649
+1,121
+3% +$180K 0.1% 103
2022
Q3 		$5.21M Buy
32,528
+2,822
+9% +$466K 0.11% 93
2022
Q2 		$4.54M Buy
29,706
+3,663
+14% +$574K 0.09% 105
2022
Q1 		$4.13M Buy
26,043
+3,904
+18% +$592K 0.08% 123
2021
Q4 		$3.69M Buy
+22,139
New +$3.56M 0.07% 102

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

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

HB Wealth Management reduced its Waste Management (WM) stake by 0.64% in Q1 2026, selling an estimated $67.1K and leaving 45,414 shares worth $10.4M. The position accounts for 0.07% of the portfolio, ranked #154.

HB Wealth Management first reported a position in WM in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.8M in Q3 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • HB Wealth Management held 45,414 shares of Waste Management worth $10.4M as of Q1 2026.
  • HB Wealth Management sold 292 Waste Management shares in Q1 2026, an estimated $67.1K.
  • Waste Management made up 0.07% of HB Wealth Management's portfolio in Q1 2026, its #154 holding.
  • HB Wealth Management first reported a position in Waste Management in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Waste Management position peaked at $10.8M in Q3 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.