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Insight Wealth Strategies’s Waste Management WM Stock Holding History

Insight Wealth Strategies’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 		– Sell
-1,024
Closed -$229K – 205
2026
Q2 		$229K Sell
1,024
-12,578
-92% -$2.8M 0.02% 173
2026
Q1 		$3.13M Buy
13,602
+1,053
+8% +$242K 0.35% 86
2025
Q4 		$2.76M Buy
12,549
+479
+4% +$102K 0.32% 89
2025
Q3 		$2.67M Buy
12,070
+1,482
+14% +$334K 0.31% 90
2025
Q2 		$2.42M Sell
10,588
-1,067
-9% -$248K 0.31% 87
2025
Q1 		$2.7M Buy
11,655
+44
+0.4% +$9.74K 0.36% 77
2024
Q4 		$2.34M Buy
11,611
+362
+3% +$77.8K 0.31% 84
2024
Q3 		$2.34M Buy
11,249
+232
+2% +$48.4K 0.31% 86
2024
Q2 		$2.35M Buy
11,017
+171
+2% +$35.5K 0.33% 72
2024
Q1 		$2.31M Sell
10,846
-1,397
-11% -$275K 0.34% 62
2023
Q4 		$2.19M Buy
12,243
+381
+3% +$63.9K 0.35% 53
2023
Q3 		$1.81M Buy
11,862
+977
+9% +$158K 0.35% 53
2023
Q2 		$1.89M Sell
10,885
-84
-0.8% -$13.9K 0.36% 48
2023
Q1 		$1.79M Buy
10,969
+109
+1% +$16.7K 0.35% 48
2022
Q4 		$1.7M Sell
10,860
-1,705
-14% -$274K 0.33% 51
2022
Q3 		$1.92M Hold
12,565
– – 0.36% 37
2022
Q2 		$1.92M Buy
12,565
+531
+4% +$83.2K 0.36% 37
2022
Q1 		$1.91M Buy
12,034
+1,484
+14% +$225K 0.28% 50
2021
Q4 		$1.76M Buy
10,550
+636
+6% +$102K 0.25% 59
2021
Q3 		$1.48M Buy
9,914
+56
+0.6% +$8.38K 0.21% 71
2021
Q2 		$1.38M Buy
9,858
+177
+2% +$24.5K 0.2% 69
2021
Q1 		$1.25M Buy
9,681
+5,229
+117% +$611K 0.17% 85
2020
Q4 		$525K Buy
4,452
+295
+7% +$34.4K 0.09% 112
2020
Q3 		$470K Buy
4,157
+372
+10% +$41.1K 0.09% 104
2020
Q2 		$401K Buy
+3,785
New +$382K 0.09% 101
2020
Q1 		– Sell
-4,411
Closed -$503K – 198
2019
Q4 		$503K Sell
4,411
-28
-0.6% -$3.16K 0.11% 122
2019
Q3 		$510K Buy
4,439
+297
+7% +$34.7K 0.12% 113
2019
Q2 		$478K Buy
4,142
+28
+0.7% +$3.04K 0.12% 107
2019
Q1 		$427K Buy
+4,114
New +$401K 0.12% 105

Other funds holding WM

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Insight Wealth Strategies's WM Position: Q3 2026 in Review

Insight Wealth Strategies sold out of Waste Management (WM) in Q3 2026, closing a stake of 1,024 shares — an estimated $229K sold.

Insight Wealth Strategies first reported a position in WM in Q1 2019 and held it in 29 quarters. The position peaked at $3.13M in Q1 2026. 112 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Insight Wealth Strategies reported no remaining Waste Management position as of Q3 2026 after selling out during the quarter.
  • Insight Wealth Strategies sold 1,024 Waste Management shares in Q3 2026, an estimated $229K.
  • Insight Wealth Strategies first reported a position in Waste Management in Q1 2019 and held it in 29 quarters.
  • Insight Wealth Strategies's Waste Management position peaked at $3.13M in Q1 2026.
  • 112 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.