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Legacy Wealth Asset Management’s Waste Management WM Stock Holding History

Legacy Wealth Asset Management’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 		$1.78M Buy
8,705
+5,539
+175% +$1.24M 0.39% 62
2026
Q2 		$706K Buy
3,166
+1
+0% +$222 0.15% 204
2026
Q1 		$727K Buy
3,165
+44
+1% +$10.1K 0.18% 190
2025
Q4 		$686K Buy
3,121
+62
+2% +$13.2K 0.17% 191
2025
Q3 		$676K Buy
3,059
+127
+4% +$28.6K 0.16% 199
2025
Q2 		$671K Hold
2,932
– – 0.17% 183
2025
Q1 		$679K Sell
2,932
-20
-0.7% -$4.43K 0.19% 167
2024
Q4 		$596K Sell
2,952
-34
-1% -$7.3K 0.16% 201
2024
Q3 		$620K Buy
2,986
+2
+0.1% +$417 0.17% 201
2024
Q2 		$637K Buy
2,984
+20
+0.7% +$4.16K 0.18% 176
2024
Q1 		$632K Buy
2,964
+13
+0.4% +$2.56K 0.18% 177
2023
Q4 		$529K Buy
2,951
+4
+0.1% +$671 0.17% 209
2023
Q3 		$449K Buy
2,947
+33
+1% +$5.34K 0.16% 223
2023
Q2 		$505K Buy
2,914
+16
+0.6% +$2.65K 0.18% 200
2023
Q1 		$473K Buy
2,898
+19
+0.7% +$2.91K 0.17% 202
2022
Q4 		$452K Buy
2,879
+43
+2% +$6.92K 0.17% 207
2022
Q3 		$454K Buy
+2,836
New +$468K 0.2% 177

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

Legacy Wealth Asset Management's WM Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Waste Management (WM) stake by 175% in Q3 2026, buying an estimated $1.24M and bringing the position to 8,705 shares worth $1.78M. The position accounts for 0.39% of the portfolio, ranked #62.

Legacy Wealth Asset Management first reported a position in WM in Q3 2022 and has held it in 17 quarters since. 112 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Legacy Wealth Asset Management held 8,705 shares of Waste Management worth $1.78M as of Q3 2026.
  • Legacy Wealth Asset Management bought 5,539 Waste Management shares in Q3 2026, an estimated $1.24M.
  • Waste Management made up 0.39% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #62 holding.
  • Legacy Wealth Asset Management first reported a position in Waste Management in Q3 2022 and has held it in 17 quarters since.
  • 112 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.