MWA
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Medallion Wealth Advisors’s Waste Management WM Stock Holding History

Medallion Wealth Advisors’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 		$249K Hold
1,085
– – 0.08% 222
2025
Q4 		$238K Buy
1,085
+700
+182% +$149K 0.08% 219
2025
Q3 		$85K Hold
385
– – 0.03% 379
2025
Q2 		$88.1K Hold
385
– – 0.03% 367
2025
Q1 		$89.7K Hold
385
– – 0.04% 327
2024
Q4 		$82K Buy
+385
New +$82.7K 0.04% 332

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 $37.4B AUM 35.42% 1-Year Est. Return

Medallion Wealth Advisors's WM Position: Q1 2026 in Review

Medallion Wealth Advisors held its Waste Management (WM) position steady in Q1 2026 at 1,085 shares worth $249K. The position accounts for 0.08% of the portfolio, ranked #222.

Medallion Wealth Advisors first reported a position in WM in Q4 2024 and has held it in 6 quarters since. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Medallion Wealth Advisors held 1,085 shares of Waste Management worth $249K as of Q1 2026.
  • Medallion Wealth Advisors left its Waste Management share count unchanged in Q1 2026.
  • Waste Management made up 0.08% of Medallion Wealth Advisors's portfolio in Q1 2026, its #222 holding.
  • Medallion Wealth Advisors first reported a position in Waste Management in Q4 2024 and has held it in 6 quarters since.
  • 2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.