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Leo Wealth LLC’s Waste Management WM Stock Holding History

Leo Wealth LLC’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 		$1.26M Buy
5,479
+322
+6% +$74K 0.09% 160
2025
Q4 		$1.13M Buy
5,157
+631
+14% +$134K 0.08% 167
2025
Q3 		$1,000K Buy
4,526
+2,436
+117% +$549K 0.13% 126
2025
Q2 		$478K Buy
2,090
+1,151
+123% +$267K 0.04% 240
2025
Q1 		$217K Sell
939
-1,175
-56% -$260K 0.03% 249
2024
Q4 		$427K Buy
+2,114
New +$454K 0.04% 251
2024
Q3 		– Sell
-1,206
Closed -$257K – 366
2024
Q2 		$257K Buy
1,206
+247
+26% +$51.3K 0.03% 293
2024
Q1 		$204K Buy
+959
New +$188K 0.02% 317

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 $3.37T AUM 44.26% 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

Leo Wealth LLC's WM Position: Q1 2026 in Review

Leo Wealth LLC increased its Waste Management (WM) stake by 6.2% in Q1 2026, buying an estimated $74K and bringing the position to 5,479 shares worth $1.26M. The position accounts for 0.09% of the portfolio, ranked #160.

Leo Wealth LLC first reported a position in WM in Q1 2024 and has held it in 8 quarters since. 2,365 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Leo Wealth LLC held 5,479 shares of Waste Management worth $1.26M as of Q1 2026.
  • Leo Wealth LLC bought 322 Waste Management shares in Q1 2026, an estimated $74K.
  • Waste Management made up 0.09% of Leo Wealth LLC's portfolio in Q1 2026, its #160 holding.
  • Leo Wealth LLC first reported a position in Waste Management in Q1 2024 and has held it in 8 quarters since.
  • 2,365 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.