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 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

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. 2,353 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.
2,353 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.