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Miller Financial Services’s Waste Management WM Stock Holding History

Miller Financial Services’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 		$316K Sell
1,375
-200
-13% -$46K 0.35% 80
2025
Q4 		$346K Sell
1,575
-372
-19% -$79.3K 0.41% 70
2025
Q3 		$430K Buy
1,947
+1
+0.1% +$225 0.5% 62
2025
Q2 		$445K Buy
1,946
+2
+0.1% +$464 0.57% 56
2025
Q1 		$450K Sell
1,944
-47
-2% -$10.4K 0.65% 52
2024
Q4 		$402K Buy
+1,991
New +$428K 0.34% 87

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 $34.1B AUM 20.22% 1-Year Est. Return

Miller Financial Services's WM Position: Q1 2026 in Review

Miller Financial Services reduced its Waste Management (WM) stake by 13% in Q1 2026, selling an estimated $46K and leaving 1,375 shares worth $316K. The position accounts for 0.35% of the portfolio, ranked #80.

Miller Financial Services first reported a position in WM in Q4 2024 and has held it in 6 quarters since. The position peaked at $450K in Q1 2025. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Miller Financial Services held 1,375 shares of Waste Management worth $316K as of Q1 2026.
  • Miller Financial Services sold 200 Waste Management shares in Q1 2026, an estimated $46K.
  • Waste Management made up 0.35% of Miller Financial Services's portfolio in Q1 2026, its #80 holding.
  • Miller Financial Services first reported a position in Waste Management in Q4 2024 and has held it in 6 quarters since.
  • Miller Financial Services's Waste Management position peaked at $450K in Q1 2025.
  • 2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Miller Financial Services's 13F filing for Q1 2026, filed 4 May 2026.