MBM Wealth Consultants
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MBM Wealth Consultants’s Waste Management WM Stock Holding History

MBM Wealth Consultants’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 		$2.1M Buy
10,304
+605
+6% +$136K 0.39% 40
2026
Q2 		$2.16M Buy
9,699
+1,212
+14% +$270K 0.42% 34
2026
Q1 		$1.95M Sell
8,487
-1,115
-12% -$256K 0.45% 31
2025
Q4 		$2.11M Buy
9,602
+316
+3% +$67.4K 0.5% 28
2025
Q3 		$2.05M Buy
9,286
+889
+11% +$200K 0.51% 28
2025
Q2 		$1.92M Sell
8,397
-253
-3% -$58.7K 0.51% 28
2025
Q1 		$2M Buy
8,650
+74
+0.9% +$16.4K 0.59% 22
2024
Q4 		$1.72M Buy
8,576
+169
+2% +$36.3K 0.51% 29
2024
Q3 		$1.75M Buy
8,407
+453
+6% +$94.5K 0.55% 25
2024
Q2 		$1.67M Buy
7,954
+211
+3% +$43.9K 0.57% 23
2024
Q1 		$1.65M Sell
7,743
-178
-2% -$35K 0.58% 22
2023
Q4 		$1.47M Buy
7,921
+455
+6% +$76.3K 0.55% 21
2023
Q3 		$1.19M Buy
7,466
+420
+6% +$68K 0.52% 25
2023
Q2 		$1.19M Buy
7,046
+808
+13% +$134K 0.51% 24
2023
Q1 		$1.11M Hold
6,238
– – 0.45% 27
2022
Q4 		$980K Buy
6,238
+18
+0.3% +$2.9K 0.45% 26
2022
Q3 		$1.03M Sell
6,220
-215
-3% -$35.5K 0.5% 21
2022
Q2 		$984K Buy
6,435
+175
+3% +$27.4K 0.48% 23
2022
Q1 		$992K Buy
6,260
+347
+6% +$52.6K 0.41% 32
2021
Q4 		$987K Buy
5,913
+82
+1% +$13.2K 0.41% 32
2021
Q3 		$871K Buy
5,831
+87
+2% +$13K 0.4% 39
2021
Q2 		$805K Sell
5,744
-252
-4% -$34.8K 0.38% 38
2021
Q1 		$773K Sell
5,996
-277
-4% -$32.4K 0.39% 39
2020
Q4 		$739K Buy
6,273
+728
+13% +$84.9K 0.4% 37
2020
Q3 		$628K Buy
5,545
+58
+1% +$6.41K 0.4% 35
2020
Q2 		$582K Sell
5,487
-376
-6% -$38K 0.41% 34
2020
Q1 		$543K Buy
5,863
+96
+2% +$11K 0.45% 39
2019
Q4 		$657K Sell
5,767
-429
-7% -$48.4K 0.49% 39
2019
Q3 		$713K Sell
6,196
-821
-12% -$95.9K 0.56% 38
2019
Q2 		$810K Sell
7,017
-90
-1% -$9.8K 0.67% 33
2019
Q1 		$738K Sell
7,107
-160
-2% -$15.6K 0.65% 37
2018
Q4 		$647K Buy
+7,267
New +$652K 0.63% 41

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

MBM Wealth Consultants's WM Position: Q3 2026 in Review

MBM Wealth Consultants increased its Waste Management (WM) stake by 6.2% in Q3 2026, buying an estimated $136K and bringing the position to 10,304 shares worth $2.1M. The position accounts for 0.39% of the portfolio, ranked #40.

MBM Wealth Consultants first reported a position in WM in Q4 2018 and has held it in 32 quarters since. The position peaked at $2.16M in Q2 2026. 1,296 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • MBM Wealth Consultants held 10,304 shares of Waste Management worth $2.1M as of Q3 2026.
  • MBM Wealth Consultants bought 605 Waste Management shares in Q3 2026, an estimated $136K.
  • Waste Management made up 0.39% of MBM Wealth Consultants's portfolio in Q3 2026, its #40 holding.
  • MBM Wealth Consultants first reported a position in Waste Management in Q4 2018 and has held it in 32 quarters since.
  • MBM Wealth Consultants's Waste Management position peaked at $2.16M in Q2 2026.
  • 1,296 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on MBM Wealth Consultants's 13F filing for Q3 2026, filed 20 Oct 2026.