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Legacy Wealth Management (Idaho)’s Waste Management WM Stock Holding History

Legacy Wealth Management (Idaho)’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 		$8.27K Buy
36
+23
+177% +$5.29K ﹤0.01% 529
2025
Q4 		$2.86K Buy
+13
New +$2.77K ﹤0.01% 622

Other funds holding WM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s WM Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Waste Management (WM) stake by 177% in Q1 2026, buying an estimated $5.29K and bringing the position to 36 shares worth $8.27K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Legacy Wealth Management (Idaho) first reported a position in WM in Q4 2025 and has held it in 2 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 36 shares of Waste Management worth $8.27K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 23 Waste Management shares in Q1 2026, an estimated $5.29K.
  • Waste Management made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #529 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Waste Management in Q4 2025 and has held it in 2 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.