Legacy Capital Group California’s Waste Management WM Stock Holding History

Legacy Capital Group California’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	$581K	Sell	2,527 -287	-10%	-$65.9K	0.22%	155
2025 Q4	$618K	Sell	2,814 -33	-1%	-$7.03K	0.15%	176
2025 Q3	$629K	Sell	2,847 -2	-0.1%	-$450	0.16%	173
2025 Q2	$652K	Sell	2,849 -110	-4%	-$25.5K	0.18%	144
2025 Q1	$685K	Sell	2,959 -31	-1%	-$6.87K	0.24%	109
2024 Q4	$603K	Sell	2,990 -29	-1%	-$6.23K	0.18%	152
2024 Q3	$627K	Sell	3,019 -158	-5%	-$33K	0.21%	140
2024 Q2	$678K	Buy	3,177 +32	+1%	+$6.65K	0.24%	128
2024 Q1	$670K	Sell	3,145 -117	-4%	-$23K	0.25%	134
2023 Q4	$584K	Buy	3,262 +45	+1%	+$7.55K	0.23%	137
2023 Q3	$490K	Buy	3,217 +17	+0.5%	+$2.75K	0.21%	143
2023 Q2	$555K	Buy	3,200 +86	+3%	+$14.2K	0.23%	133
2023 Q1	$508K	Buy	+3,114	New	+$477K	0.25%	122

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

Legacy Capital Group California's WM Position: Q1 2026 in Review

Legacy Capital Group California reduced its Waste Management (WM) stake by 10% in Q1 2026, selling an estimated $65.9K and leaving 2,527 shares worth $581K. The position accounts for 0.22% of the portfolio, ranked #155.

Legacy Capital Group California first reported a position in WM in Q1 2023 and has held it in 13 quarters since. The position peaked at $685K in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Legacy Capital Group California held 2,527 shares of Waste Management worth $581K as of Q1 2026.
Legacy Capital Group California sold 287 Waste Management shares in Q1 2026, an estimated $65.9K.
Waste Management made up 0.22% of Legacy Capital Group California's portfolio in Q1 2026, its #155 holding.
Legacy Capital Group California first reported a position in Waste Management in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Group California's Waste Management position peaked at $685K in Q1 2025.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.