Midland Wealth Advisors
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Midland Wealth Advisors’s Waste Management WM Stock Holding History

Midland 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
Q3 		$253K Sell
1,239
-153
-11% -$34.3K 0.01% 145
2026
Q2 		$310K Buy
1,392
+99
+8% +$22K 0.01% 139
2026
Q1 		$297K Hold
1,293
– – 0.02% 138
2025
Q4 		$284K Sell
1,293
-39
-3% -$8.31K 0.01% 143
2025
Q3 		$294K Sell
1,332
-48
-3% -$10.8K 0.02% 148
2025
Q2 		$316K Sell
1,380
-76
-5% -$17.6K 0.02% 147
2025
Q1 		$337K Sell
1,456
-491
-25% -$109K 0.02% 147
2024
Q4 		$393K Sell
1,947
-75
-4% -$16.1K 0.02% 144
2024
Q3 		$420K Sell
2,022
-1,227
-38% -$256K 0.02% 146
2024
Q2 		$693K Sell
3,249
-199
-6% -$41.4K 0.04% 116
2024
Q1 		$735K Buy
3,448
+879
+34% +$173K 0.05% 112
2023
Q4 		$460K Buy
+2,569
New +$431K 0.03% 141

Other funds holding WM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Midland Wealth Advisors's WM Position: Q3 2026 in Review

Midland Wealth Advisors reduced its Waste Management (WM) stake by 11% in Q3 2026, selling an estimated $34.3K and leaving 1,239 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #145.

Midland Wealth Advisors first reported a position in WM in Q4 2023 and has held it in 12 quarters since. The position peaked at $735K in Q1 2024. 1,363 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Midland Wealth Advisors held 1,239 shares of Waste Management worth $253K as of Q3 2026.
  • Midland Wealth Advisors sold 153 Waste Management shares in Q3 2026, an estimated $34.3K.
  • Waste Management made up 0.01% of Midland Wealth Advisors's portfolio in Q3 2026, its #145 holding.
  • Midland Wealth Advisors first reported a position in Waste Management in Q4 2023 and has held it in 12 quarters since.
  • Midland Wealth Advisors's Waste Management position peaked at $735K in Q1 2024.
  • 1,363 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Midland Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.