Monograph Wealth Advisors’s Waste Management WM Stock Holding History

Monograph 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	$2.28M	Hold	9,917	–	–	0.22%	39
2025 Q4	$2.18M	Sell	9,917 -924	-9%	-$197K	0.21%	42
2025 Q3	$2.39M	Sell	10,841 -721	-6%	-$162K	0.24%	38
2025 Q2	$2.65M	Buy	11,562 +8	+0.1%	+$1.86K	0.33%	33
2025 Q1	$2.67M	Sell	11,554 -1,475	-11%	-$327K	0.36%	31
2024 Q4	$2.63M	Sell	13,029 -420	-3%	-$90.2K	0.35%	32
2024 Q3	$2.79M	Sell	13,449 -100	-0.7%	-$20.9K	0.36%	28
2024 Q2	$2.89M	Sell	13,549 -1,428	-10%	-$297K	0.42%	30
2024 Q1	$3.19M	Buy	+14,977	New	+$2.94M	0.47%	25

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

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

Monograph Wealth Advisors held its Waste Management (WM) position steady in Q1 2026 at 9,917 shares worth $2.28M. The position accounts for 0.22% of the portfolio, ranked #39.

Monograph Wealth Advisors first reported a position in WM in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.19M in Q1 2024. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Monograph Wealth Advisors held 9,917 shares of Waste Management worth $2.28M as of Q1 2026.
Monograph Wealth Advisors left its Waste Management share count unchanged in Q1 2026.
Waste Management made up 0.22% of Monograph Wealth Advisors's portfolio in Q1 2026, its #39 holding.
Monograph Wealth Advisors first reported a position in Waste Management in Q1 2024 and has held it in 9 quarters since.
Monograph Wealth Advisors's Waste Management position peaked at $3.19M in Q1 2024.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.