Mark Sheptoff Financial Planning’s Waste Management WM Stock Holding History

Mark Sheptoff Financial Planning’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	$415K	Hold	1,850	–	–	0.22%	64
2025 Q4	$407K	Hold	1,850	–	–	0.19%	69
2025 Q3	$409K	Sell	1,850 -12	-0.6%	-$2.7K	0.2%	64
2025 Q2	$426K	Buy	1,862 +12	+0.6%	+$2.78K	0.23%	61
2025 Q1	$428K	Hold	1,850	–	–	0.24%	61
2024 Q4	$373K	Hold	1,850	–	–	0.2%	65
2024 Q3	$384K	Hold	1,850	–	–	0.2%	61
2024 Q2	$395K	Hold	1,850	–	–	0.22%	63
2024 Q1	$394K	Hold	1,850	–	–	0.22%	64
2023 Q4	$331K	Hold	1,850	–	–	0.2%	65
2023 Q3	$282K	Sell	1,850 -600	-24%	-$97.1K	0.18%	68
2023 Q2	$425K	Hold	2,450	–	–	0.24%	60
2023 Q1	$400K	Sell	2,450 -100	-4%	-$15.3K	0.23%	66
2022 Q4	$400K	Hold	2,550	–	–	0.23%	63
2022 Q3	$409K	Buy	2,550 +700	+38%	+$116K	0.25%	59
2022 Q2	$283K	Buy	1,850 +300	+19%	+$47K	0.16%	78
2022 Q1	$246K	Sell	1,550 -150	-9%	-$22.7K	0.12%	93
2021 Q4	$284K	Buy	1,700 +100	+6%	+$16.1K	0.14%	85
2021 Q3	$239K	Sell	1,600 -200	-11%	-$29.9K	0.13%	96
2021 Q2	$252K	Hold	1,800	–	–	0.14%	89
2021 Q1	$232K	Hold	1,800	–	–	0.13%	86
2020 Q4	$212K	Hold	1,800	–	–	0.12%	89
2020 Q3	$204K	Hold	1,800	–	–	0.13%	83
2020 Q2	$191K	Sell	1,800 -100	-5%	-$10.1K	0.12%	88
2020 Q1	$176K	Sell	1,900 -300	-14%	-$34.4K	0.13%	82
2019 Q4	$251K	Hold	2,200	–	–	0.16%	82
2019 Q3	$253K	Hold	2,200	–	–	0.17%	83
2019 Q2	$254K	Hold	2,200	–	–	0.17%	87
2019 Q1	$229K	Buy	2,200 +2,000	+1,000%	+$195K	0.17%	88
2018 Q4	$18K	Hold	200	–	–	0.02%	198
2018 Q3	$18K	Sell	200 -1,510	-88%	-$134K	0.01%	246
2018 Q2	$139K	Hold	1,710	–	–	0.1%	114
2018 Q1	$144K	Hold	1,710	–	–	0.1%	115
2017 Q4	$148K	Hold	1,710	–	–	0.1%	120
2017 Q3	$134K	Hold	1,710	–	–	0.09%	128
2017 Q2	$125K	Sell	1,710 -1	-0.1%	-$73	0.09%	128
2017 Q1	$125K	Buy	1,711 +1	+0.1%	+$71	0.09%	132
2016 Q4	$121K	Hold	1,710	–	–	0.09%	130
2016 Q3	$109K	Hold	1,710	–	–	0.08%	127
2016 Q2	$113K	Hold	1,710	–	–	0.08%	121
2016 Q1	$101K	Hold	1,710	–	–	0.08%	122
2015 Q4	$91K	Hold	1,710	–	–	0.07%	139
2015 Q3	$85K	Hold	1,710	–	–	0.07%	141
2015 Q2	$79K	Hold	1,710	–	–	0.06%	153
2015 Q1	$93K	Hold	1,710	–	–	0.08%	142
2014 Q4	$88K	Hold	1,710	–	–	0.08%	135
2014 Q3	$81K	Hold	1,710	–	–	0.07%	151
2014 Q2	$76K	Hold	1,710	–	–	0.07%	154
2014 Q1	$72K	Buy	+1,710	New	+$71.7K	0.06%	157

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

Mark Sheptoff Financial Planning's WM Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Waste Management (WM) position steady in Q1 2026 at 1,850 shares worth $415K. The position accounts for 0.22% of the portfolio, ranked #64.

Mark Sheptoff Financial Planning first reported a position in WM in Q1 2014 and has held it in 49 quarters since. The position peaked at $428K in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Mark Sheptoff Financial Planning held 1,850 shares of Waste Management worth $415K as of Q1 2026.
Mark Sheptoff Financial Planning left its Waste Management share count unchanged in Q1 2026.
Waste Management made up 0.22% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #64 holding.
Mark Sheptoff Financial Planning first reported a position in Waste Management in Q1 2014 and has held it in 49 quarters since.
Mark Sheptoff Financial Planning's Waste Management position peaked at $428K in Q1 2025.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.