IAG Wealth Partners’s Waste Management WM Stock Holding History

IAG Wealth 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 Q3	$86.3K	Hold	423	–	–	0.01%	182
2026 Q2	$94.3K	Sell	423 -97	-19%	-$21.6K	0.01%	172
2026 Q1	$119K	Buy	520 +97	+23%	+$22.3K	0.01%	155
2025 Q4	$92.9K	Hold	423	–	–	0.01%	161
2025 Q3	$93.4K	Hold	423	–	–	0.01%	164
2025 Q2	$96.8K	Hold	423	–	–	0.01%	154
2025 Q1	$97.9K	Hold	423	–	–	0.02%	147
2024 Q4	$85.4K	Buy	423 +22	+5%	+$4.72K	0.02%	151
2024 Q3	$83.2K	Hold	401	–	–	0.02%	148
2024 Q2	$85.5K	Hold	401	–	–	0.02%	131
2024 Q1	$85.5K	Buy	401 +36	+10%	+$7.08K	0.02%	130
2023 Q4	$65.4K	Hold	365	–	–	0.01%	136
2023 Q3	$55.6K	Hold	365	–	–	0.02%	142
2023 Q2	$63.3K	Hold	365	–	–	0.02%	146
2023 Q1	$59.6K	Hold	365	–	–	0.02%	134
2022 Q4	$57.3K	Hold	365	–	–	0.02%	130
2022 Q3	$58K	Buy	365 +124	+51%	+$20.5K	0.02%	112
2022 Q2	$37K	Sell	241 -25	-9%	-$3.92K	0.01%	152
2022 Q1	$42K	Buy	266 +31	+13%	+$4.7K	0.01%	156
2021 Q4	$39K	Hold	235	–	–	0.01%	160
2021 Q3	$36K	Hold	235	–	–	0.01%	150
2021 Q2	$33K	Buy	235 +10	+4%	+$1.38K	0.01%	158
2021 Q1	$30K	Hold	225	–	–	0.01%	154
2020 Q4	$27K	Hold	225	–	–	0.01%	146
2020 Q3	$26K	Hold	225	–	–	0.01%	146
2020 Q2	$24K	Hold	225	–	–	0.01%	148
2020 Q1	$21K	Hold	225	–	–	0.01%	147
2019 Q4	$26K	Buy	+225	New	+$25.4K	0.02%	159

Other funds holding WM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

IAG Wealth Partners's WM Position: Q3 2026 in Review

IAG Wealth Partners held its Waste Management (WM) position steady in Q3 2026 at 423 shares worth $86.3K. The position accounts for 0.01% of the portfolio, ranked #182.

IAG Wealth Partners first reported a position in WM in Q4 2019 and has held it in 28 quarters since. The position peaked at $119K in Q1 2026. 1,592 funds tracked by Wall St. Rank hold WM as of Q3 2026.

IAG Wealth Partners held 423 shares of Waste Management worth $86.3K as of Q3 2026.
IAG Wealth Partners left its Waste Management share count unchanged in Q3 2026.
Waste Management made up 0.01% of IAG Wealth Partners's portfolio in Q3 2026, its #182 holding.
IAG Wealth Partners first reported a position in Waste Management in Q4 2019 and has held it in 28 quarters since.
IAG Wealth Partners's Waste Management position peaked at $119K in Q1 2026.
1,592 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.