KWB Wealth
WM icon

KWB Wealth’s Waste Management WM Stock Holding History

KWB Wealth’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 		$302K Hold
1,482
– – 0.03% 152
2026
Q2 		$330K Sell
1,482
-302
-17% -$67.2K 0.03% 140
2026
Q1 		$392K Sell
1,784
-1,275
-42% -$293K 0.04% 111
2025
Q4 		$672K Sell
3,059
-263
-8% -$56.1K 0.06% 88
2025
Q3 		$760K Sell
3,322
-285
-8% -$64.2K 0.08% 78
2025
Q2 		$835K Buy
3,607
+47
+1% +$10.9K 0.1% 80
2025
Q1 		$718K Buy
3,560
+104
+3% +$23K 0.09% 83
2024
Q4 		$717K Buy
3,456
+718
+26% +$154K 0.09% 73
2024
Q3 		$584K Sell
2,738
-971
-26% -$203K 0.08% 75
2024
Q2 		$791K Sell
3,709
-66
-2% -$13.7K 0.11% 68
2024
Q1 		$805K Sell
3,775
-227
-6% -$44.6K 0.11% 68
2023
Q4 		$717K Sell
4,002
-134
-3% -$22.5K 0.1% 68
2023
Q3 		$717K Sell
4,136
-278
-6% -$45K 0.12% 60
2023
Q2 		$765K Buy
4,414
+857
+24% +$142K 0.12% 59
2023
Q1 		$558K Hold
3,557
– – 0.1% 67
2022
Q4 		$558K Buy
3,557
+9
+0.3% +$1.45K 0.11% 62
2022
Q3 		$568K Buy
3,548
+107
+3% +$17.7K 0.11% 59
2022
Q2 		$526K Buy
3,441
+488
+17% +$76.4K 0.1% 59
2022
Q1 		$493K Hold
2,953
– – 0.08% 55
2021
Q4 		$493K Buy
2,953
+7
+0.2% +$1.13K 0.08% 55
2021
Q3 		$440K Buy
2,946
+196
+7% +$29.3K 0.08% 58
2021
Q2 		$355K Hold
2,750
– – 0.07% 58
2021
Q1 		$355K Buy
2,750
+329
+14% +$38.5K 0.07% 58
2020
Q4 		$286K Buy
+2,421
New +$282K 0.06% 62

Other funds holding WM

Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

KWB Wealth's WM Position: Q3 2026 in Review

KWB Wealth held its Waste Management (WM) position steady in Q3 2026 at 1,482 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #152.

KWB Wealth first reported a position in WM in Q4 2020 and has held it in 24 quarters since. The position peaked at $835K in Q2 2025. 501 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • KWB Wealth held 1,482 shares of Waste Management worth $302K as of Q3 2026.
  • KWB Wealth left its Waste Management share count unchanged in Q3 2026.
  • Waste Management made up 0.03% of KWB Wealth's portfolio in Q3 2026, its #152 holding.
  • KWB Wealth first reported a position in Waste Management in Q4 2020 and has held it in 24 quarters since.
  • KWB Wealth's Waste Management position peaked at $835K in Q2 2025.
  • 501 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.