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 Q3	$1.86M	Sell	9,104 -355	-4%	-$79.5K	0.14%	49
2026 Q2	$2.11M	Sell	9,459 -458	-5%	-$102K	0.17%	42
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

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

Monograph Wealth Advisors reduced its Waste Management (WM) stake by 3.8% in Q3 2026, selling an estimated $79.5K and leaving 9,104 shares worth $1.86M. The position accounts for 0.14% of the portfolio, ranked #49.

Monograph Wealth Advisors first reported a position in WM in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.19M in Q1 2024. 2,062 funds tracked by Wall St. Rank hold WM as of Q3 2026.

Monograph Wealth Advisors held 9,104 shares of Waste Management worth $1.86M as of Q3 2026.
Monograph Wealth Advisors sold 355 Waste Management shares in Q3 2026, an estimated $79.5K.
Waste Management made up 0.14% of Monograph Wealth Advisors's portfolio in Q3 2026, its #49 holding.
Monograph Wealth Advisors first reported a position in Waste Management in Q1 2024 and has held it in 11 quarters since.
Monograph Wealth Advisors's Waste Management position peaked at $3.19M in Q1 2024.
2,062 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Monograph Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.