MAWA
WM icon

Moss Adams Wealth Advisors’s Waste Management WM Stock Holding History

Moss Adams 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 		$375K Buy
1,632
+260
+19% +$59.7K 0.03% 178
2025
Q4 		$301K Sell
1,372
-198
-13% -$42.2K 0.02% 195
2025
Q3 		$347K Sell
1,570
-20
-1% -$4.5K 0.03% 173
2025
Q2 		$364K Buy
1,590
+80
+5% +$18.6K 0.03% 168
2025
Q1 		$350K Buy
1,510
+237
+19% +$52.5K 0.04% 153
2024
Q4 		$257K Buy
1,273
+83
+7% +$17.8K 0.03% 164
2024
Q3 		$247K Buy
1,190
+173
+17% +$36.1K 0.03% 170
2024
Q2 		$217K Buy
+1,017
New +$211K 0.03% 162

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

Moss Adams Wealth Advisors's WM Position: Q1 2026 in Review

Moss Adams Wealth Advisors increased its Waste Management (WM) stake by 19% in Q1 2026, buying an estimated $59.7K and bringing the position to 1,632 shares worth $375K. The position accounts for 0.03% of the portfolio, ranked #178.

Moss Adams Wealth Advisors first reported a position in WM in Q2 2024 and has held it in 8 quarters since. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Moss Adams Wealth Advisors held 1,632 shares of Waste Management worth $375K as of Q1 2026.
  • Moss Adams Wealth Advisors bought 260 Waste Management shares in Q1 2026, an estimated $59.7K.
  • Waste Management made up 0.03% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #178 holding.
  • Moss Adams Wealth Advisors first reported a position in Waste Management in Q2 2024 and has held it in 8 quarters since.
  • 2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.