PSFG
WM icon

Park Square Financial Group’s Waste Management WM Stock Holding History

Park Square Financial Group’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 		$11.9K Sell
52
-31
-37% -$7.12K 0.09% 71
2025
Q4 		$16.7K Buy
83
+2
+2% +$426 0.1% 102
2025
Q3 		$17.9K Sell
81
-18
-18% -$4.05K 0.08% 104
2025
Q2 		$22.7K Buy
99
+8
+9% +$1.86K 0.02% 430
2025
Q1 		$21.1K Sell
91
-10
-10% -$2.21K 0.02% 425
2024
Q4 		$20.4K Buy
+101
New +$21.7K 0.01% 426

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

Park Square Financial Group's WM Position: Q1 2026 in Review

Park Square Financial Group reduced its Waste Management (WM) stake by 37% in Q1 2026, selling an estimated $7.12K and leaving 52 shares worth $11.9K. The position accounts for 0.09% of the portfolio, ranked #71.

Park Square Financial Group first reported a position in WM in Q4 2024 and has held it in 6 quarters since. The position peaked at $22.7K in Q2 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Park Square Financial Group held 52 shares of Waste Management worth $11.9K as of Q1 2026.
  • Park Square Financial Group sold 31 Waste Management shares in Q1 2026, an estimated $7.12K.
  • Waste Management made up 0.09% of Park Square Financial Group's portfolio in Q1 2026, its #71 holding.
  • Park Square Financial Group first reported a position in Waste Management in Q4 2024 and has held it in 6 quarters since.
  • Park Square Financial Group's Waste Management position peaked at $22.7K in Q2 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.