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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

IAG Wealth Partners's WM Position: Q1 2026 in Review

IAG Wealth Partners increased its Waste Management (WM) stake by 23% in Q1 2026, buying an estimated $22.3K and bringing the position to 520 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #155.

IAG Wealth Partners first reported a position in WM in Q4 2019 and has held it in 26 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

IAG Wealth Partners held 520 shares of Waste Management worth $119K as of Q1 2026.
IAG Wealth Partners bought 97 Waste Management shares in Q1 2026, an estimated $22.3K.
Waste Management made up 0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #155 holding.
IAG Wealth Partners first reported a position in Waste Management in Q4 2019 and has held it in 26 quarters since.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.