Mowery & Schoenfeld Wealth Management’s Waste Management WM Stock Holding History

Mowery & Schoenfeld Wealth Management’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	$40.4K	Hold	176	–	–	0.06%	140
2025 Q4	$38.7K	Hold	176	–	–	0.06%	154
2025 Q3	$38.9K	Hold	176	–	–	0.07%	133
2025 Q2	$40.3K	Hold	176	–	–	0.06%	124
2025 Q1	$40.7K	Sell	176 -6	-3%	-$1.33K	0.08%	146
2024 Q4	$36.7K	Buy	182 +50	+38%	+$10.7K	0.07%	131
2024 Q3	$27.4K	Hold	132	–	–	0.04%	133
2024 Q2	$28.2K	Buy	132 +131	+13,100%	+$27.2K	0.04%	130
2024 Q1	$214	Hold	1	–	–	﹤0.01%	160
2023 Q4	$180	Buy	+1	New	+$168	﹤0.01%	167

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

Mowery & Schoenfeld Wealth Management's WM Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management held its Waste Management (WM) position steady in Q1 2026 at 176 shares worth $40.4K. The position accounts for 0.06% of the portfolio, ranked #140.

Mowery & Schoenfeld Wealth Management first reported a position in WM in Q4 2023 and has held it in 10 quarters since. The position peaked at $40.7K in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 176 shares of Waste Management worth $40.4K as of Q1 2026.
Mowery & Schoenfeld Wealth Management left its Waste Management share count unchanged in Q1 2026.
Waste Management made up 0.06% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #140 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Waste Management in Q4 2023 and has held it in 10 quarters since.
Mowery & Schoenfeld Wealth Management's Waste Management position peaked at $40.7K in Q1 2025.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.