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Oak Harbor Wealth Partners’s Waste Management WM Stock Holding History

Oak Harbor Wealth Partners’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 		$738K Buy
3,213
+408
+15% +$93.7K 0.17% 115
2025
Q4 		$616K Buy
2,805
+157
+6% +$33.5K 0.15% 123
2025
Q3 		$585K Buy
2,648
+282
+12% +$63.5K 0.14% 124
2025
Q2 		$541K Buy
2,366
+250
+12% +$58K 0.15% 119
2025
Q1 		$490K Buy
+2,116
New +$469K 0.14% 117

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

Oak Harbor Wealth Partners's WM Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its Waste Management (WM) stake by 15% in Q1 2026, buying an estimated $93.7K and bringing the position to 3,213 shares worth $738K. The position accounts for 0.17% of the portfolio, ranked #115.

Oak Harbor Wealth Partners first reported a position in WM in Q1 2025 and has held it in 5 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Oak Harbor Wealth Partners held 3,213 shares of Waste Management worth $738K as of Q1 2026.
  • Oak Harbor Wealth Partners bought 408 Waste Management shares in Q1 2026, an estimated $93.7K.
  • Waste Management made up 0.17% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #115 holding.
  • Oak Harbor Wealth Partners first reported a position in Waste Management in Q1 2025 and has held it in 5 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.