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Laurel Wealth Advisors (North Carolina)’s Waste Management WM Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-526
Closed -$116K – 668
2025
Q4 		$116K Buy
+526
New +$112K 0.02% 237
2025
Q2 		– Sell
-636
Closed -$147K – 678
2025
Q1 		$147K Hold
636
– – 0.02% 198
2024
Q4 		$128K Buy
636
+200
+46% +$43K 0.02% 210
2024
Q3 		$90.5K Buy
436
+292
+203% +$60.9K 0.01% 246
2024
Q2 		$30.7K Hold
144
– – 0.01% 332
2024
Q1 		$30.7K Buy
144
+113
+365% +$22.2K 0.01% 342
2023
Q4 		$5.55K Hold
31
– – ﹤0.01% 439
2023
Q3 		$4.73K Hold
31
– – ﹤0.01% 455
2023
Q2 		$5.38K Hold
31
– – ﹤0.01% 449
2023
Q1 		$5.06K Hold
31
– – ﹤0.01% 454
2022
Q4 		$4.86K Hold
31
– – ﹤0.01% 435
2022
Q3 		$5K Hold
31
– – ﹤0.01% 434
2022
Q2 		$5K Hold
31
– – ﹤0.01% 457
2022
Q1 		$5K Hold
31
– – ﹤0.01% 489
2021
Q4 		$5K Hold
31
– – ﹤0.01% 494
2021
Q3 		$5K Sell
31
-200
-87% -$29.9K ﹤0.01% 495
2021
Q2 		$32K Buy
231
+31
+16% +$4.29K 0.01% 326
2021
Q1 		$26K Hold
200
– – 0.01% 331
2020
Q4 		$24K Hold
200
– – 0.01% 327
2020
Q3 		$23K Hold
200
– – 0.01% 305
2020
Q2 		$21K Hold
200
– – 0.01% 309
2020
Q1 		$19K Hold
200
– – 0.01% 298
2019
Q4 		$23K Hold
200
– – 0.01% 315
2019
Q3 		$23K Hold
200
– – 0.01% 309
2019
Q2 		$23K Hold
200
– – 0.01% 306
2019
Q1 		$21K Hold
200
– – 0.01% 305
2018
Q4 		$18K Buy
+200
New +$18K 0.01% 303

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s WM Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Waste Management (WM) in Q1 2026, closing a stake of 526 shares — an estimated $116K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in WM in Q4 2018 and held it in 27 quarters. The position peaked at $147K in Q1 2025. 2,372 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Waste Management position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 526 Waste Management shares in Q1 2026, an estimated $116K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Waste Management in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Waste Management position peaked at $147K in Q1 2025.
  • 2,372 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.