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Patten & Patten’s Waste Management WM Stock Holding History

Patten & Patten’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 		$244K Sell
1,060
-82
-7% -$18.8K 0.01% 312
2025
Q4 		$251K Buy
1,142
+150
+15% +$32K 0.01% 310
2025
Q3 		$219K Buy
992
+1
+0.1% +$225 0.01% 330
2025
Q2 		$227K Sell
991
-80
-7% -$18.6K 0.01% 297
2025
Q1 		$248K Buy
1,071
+1
+0.1% +$221 0.02% 285
2024
Q4 		$216K Buy
1,070
+58
+6% +$12.5K 0.01% 300
2024
Q3 		$210K Buy
1,012
+20
+2% +$4.17K 0.01% 301
2024
Q2 		$212K Buy
992
+1
+0.1% +$208 0.01% 292
2024
Q1 		$211K Buy
+991
New +$195K 0.02% 292

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 $37.4B AUM 35.42% 1-Year Est. Return

Patten & Patten's WM Position: Q1 2026 in Review

Patten & Patten reduced its Waste Management (WM) stake by 7.2% in Q1 2026, selling an estimated $18.8K and leaving 1,060 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #312.

Patten & Patten first reported a position in WM in Q1 2024 and has held it in 9 quarters since. The position peaked at $251K in Q4 2025. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Patten & Patten held 1,060 shares of Waste Management worth $244K as of Q1 2026.
  • Patten & Patten sold 82 Waste Management shares in Q1 2026, an estimated $18.8K.
  • Waste Management made up 0.01% of Patten & Patten's portfolio in Q1 2026, its #312 holding.
  • Patten & Patten first reported a position in Waste Management in Q1 2024 and has held it in 9 quarters since.
  • Patten & Patten's Waste Management position peaked at $251K in Q4 2025.
  • 2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.