Northwest Wealth Management
WM icon

Northwest Wealth Management’s Waste Management WM Stock Holding History

Northwest 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
Q3 		$306K Buy
1,502
+1
+0.1% +$224 0.04% 202
2026
Q2 		$335K Sell
1,501
-13
-0.9% -$2.89K 0.04% 185
2026
Q1 		$348K Buy
1,514
+9
+0.6% +$2.07K 0.05% 163
2025
Q4 		$331K Buy
1,505
+225
+18% +$48K 0.05% 175
2025
Q3 		$283K Hold
1,280
– – 0.05% 163
2025
Q2 		$293K Sell
1,280
-125
-9% -$29K 0.05% 149
2025
Q1 		$325K Hold
1,405
– – 0.06% 129
2024
Q4 		$284K Sell
1,405
-175
-11% -$37.6K 0.06% 125
2024
Q3 		$328K Hold
1,580
– – 0.08% 117
2024
Q2 		$337K Buy
1,580
+5
+0.3% +$1.04K 0.09% 113
2024
Q1 		$336K Sell
1,575
-3
-0.2% -$590 0.09% 116
2023
Q4 		$283K Buy
1,578
+140
+10% +$23.5K 0.09% 124
2023
Q3 		$219K Hold
1,438
– – 0.08% 132
2023
Q2 		$249K Sell
1,438
-103
-7% -$17K 0.09% 128
2023
Q1 		$251K Buy
+1,541
New +$236K 0.1% 126
2019
Q2 		– Sell
-264
Closed -$27K – 474
2019
Q1 		$27K Hold
264
– – 0.02% 272
2018
Q4 		$23K Hold
264
– – 0.02% 269
2018
Q3 		$24K Hold
264
– – 0.02% 287
2018
Q2 		$21K Hold
264
– – 0.02% 294
2018
Q1 		$22K Buy
+264
New +$22.6K 0.02% 298

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Northwest Wealth Management's WM Position: Q3 2026 in Review

Northwest Wealth Management increased its Waste Management (WM) stake by 0.07% in Q3 2026, buying an estimated $224 and bringing the position to 1,502 shares worth $306K. The position accounts for 0.04% of the portfolio, ranked #202.

Northwest Wealth Management first reported a position in WM in Q1 2018 and has held it in 20 quarters since. The position peaked at $348K in Q1 2026. 1,001 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Northwest Wealth Management held 1,502 shares of Waste Management worth $306K as of Q3 2026.
  • Northwest Wealth Management bought 1 Waste Management share in Q3 2026, an estimated $224.
  • Waste Management made up 0.04% of Northwest Wealth Management's portfolio in Q3 2026, its #202 holding.
  • Northwest Wealth Management first reported a position in Waste Management in Q1 2018 and has held it in 20 quarters since.
  • Northwest Wealth Management's Waste Management position peaked at $348K in Q1 2026.
  • 1,001 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Northwest Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.