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OneAscent Financial Services’s Waste Management WM Stock Holding History

OneAscent Financial Services’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 		$1.36M Buy
5,916
+4,656
+370% +$1.07M 0.07% 162
2025
Q4 		$277K Buy
1,260
+307
+32% +$65.4K 0.03% 371
2025
Q3 		$211K Sell
953
-4,869
-84% -$1.1M 0.03% 383
2025
Q2 		$1.33M Buy
5,822
+430
+8% +$99.7K 0.1% 139
2025
Q1 		$1.26M Sell
5,392
-895
-14% -$198K 0.08% 163
2024
Q4 		$1.27M Buy
6,287
+776
+14% +$167K 0.11% 128
2024
Q3 		$1.14M Sell
5,511
-758
-12% -$158K 0.82% 23
2024
Q2 		$1.34M Buy
6,269
+1,776
+40% +$369K 0.19% 69
2024
Q1 		$958K Sell
4,493
-31
-0.7% -$6.09K 0.11% 121
2023
Q4 		$810K Buy
+4,524
New +$759K 0.1% 129
2023
Q1 		– Sell
-2,344
Closed -$368K – 210
2022
Q4 		$368K Sell
2,344
-785
-25% -$126K 0.16% 80
2022
Q3 		$501K Sell
3,129
-175
-5% -$28.9K 0.2% 73
2022
Q2 		$505K Buy
+3,304
New +$517K 0.23% 75
2020
Q4 		– Sell
-2,826
Closed -$320K – 192
2020
Q3 		$320K Sell
2,826
-570
-17% -$63K 0.17% 130
2020
Q2 		$360K Buy
3,396
+618
+22% +$62.4K 0.24% 90
2020
Q1 		$257K Buy
+2,778
New +$319K 0.19% 105

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

OneAscent Financial Services's WM Position: Q1 2026 in Review

OneAscent Financial Services increased its Waste Management (WM) stake by 370% in Q1 2026, buying an estimated $1.07M and bringing the position to 5,916 shares worth $1.36M. The position accounts for 0.07% of the portfolio, ranked #162.

OneAscent Financial Services first reported a position in WM in Q1 2020 and has held it in 16 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • OneAscent Financial Services held 5,916 shares of Waste Management worth $1.36M as of Q1 2026.
  • OneAscent Financial Services bought 4,656 Waste Management shares in Q1 2026, an estimated $1.07M.
  • Waste Management made up 0.07% of OneAscent Financial Services's portfolio in Q1 2026, its #162 holding.
  • OneAscent Financial Services first reported a position in Waste Management in Q1 2020 and has held it in 16 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.