Measured Wealth Private Client Group’s Waste Management WM Stock Holding History

Measured Wealth Private Client Group’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	$178K	Buy	773 +3	+0.4%	+$689	0.05%	197
2025 Q4	$169K	Sell	770 -2	-0.3%	-$426	0.04%	210
2025 Q3	$171K	Buy	+772	New	+$174K	0.05%	199
2019 Q3	–	Sell	-2,405	Closed	-$277K	–	205
2019 Q2	$277K	Sell	2,405 -639	-21%	-$69.3K	0.16%	144
2019 Q1	$316K	Buy	3,044 +633	+26%	+$61.8K	0.19%	118
2018 Q4	$215K	Sell	2,411 -833	-26%	-$74.8K	0.2%	93
2018 Q3	$293K	Sell	3,244 -118	-4%	-$10.5K	0.18%	113
2018 Q2	$273K	Buy	+3,362	New	+$278K	0.22%	110

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

Measured Wealth Private Client Group's WM Position: Q1 2026 in Review

Measured Wealth Private Client Group increased its Waste Management (WM) stake by 0.39% in Q1 2026, buying an estimated $689 and bringing the position to 773 shares worth $178K. The position accounts for 0.05% of the portfolio, ranked #197.

Measured Wealth Private Client Group first reported a position in WM in Q2 2018 and has held it in 8 quarters since. The position peaked at $316K in Q1 2019. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Measured Wealth Private Client Group held 773 shares of Waste Management worth $178K as of Q1 2026.
Measured Wealth Private Client Group bought 3 Waste Management shares in Q1 2026, an estimated $689.
Waste Management made up 0.05% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #197 holding.
Measured Wealth Private Client Group first reported a position in Waste Management in Q2 2018 and has held it in 8 quarters since.
Measured Wealth Private Client Group's Waste Management position peaked at $316K in Q1 2019.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.