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ORG Wealth Partners’s Waste Management WM Stock Holding History

ORG 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 		– Sell
-203
Closed -$44.6K – 689
2025
Q4 		$44.6K Buy
203
+100
+97% +$21.3K 0.01% 333
2025
Q3 		$22.7K Buy
103
+92
+836% +$20.7K ﹤0.01% 386
2025
Q2 		$2.52K Buy
+11
New +$2.55K ﹤0.01% 590

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

ORG Wealth Partners's WM Position: Q1 2026 in Review

ORG Wealth Partners sold out of Waste Management (WM) in Q1 2026, closing a stake of 203 shares — an estimated $44.6K sold.

ORG Wealth Partners first reported a position in WM in Q2 2025 and held it in 3 quarters. The position peaked at $44.6K in Q4 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • ORG Wealth Partners reported no remaining Waste Management position as of Q1 2026 after selling out during the quarter.
  • ORG Wealth Partners sold 203 Waste Management shares in Q1 2026, an estimated $44.6K.
  • ORG Wealth Partners first reported a position in Waste Management in Q2 2025 and held it in 3 quarters.
  • ORG Wealth Partners's Waste Management position peaked at $44.6K in Q4 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.