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Perigon Wealth Management’s Waste Management WM Stock Holding History

Perigon Wealth Management’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 		$5.84M Buy
25,412
+1,417
+6% +$326K 0.11% 183
2025
Q4 		$5.27M Buy
23,995
+1,503
+7% +$320K 0.09% 196
2025
Q3 		$4.97M Buy
22,492
+2,438
+12% +$549K 0.1% 194
2025
Q2 		$4.59M Buy
20,054
+589
+3% +$137K 0.11% 178
2025
Q1 		$4.51M Sell
19,465
-499
-2% -$111K 0.12% 177
2024
Q4 		$4.21M Buy
19,964
+412
+2% +$88.5K 0.1% 184
2024
Q3 		$4.06M Buy
+19,552
New +$4.08M 0.11% 178
2024
Q1 		– Sell
-21,610
Closed -$3.87M – 921
2023
Q4 		$3.87M Buy
21,610
+1,846
+9% +$310K 0.13% 155
2023
Q3 		$3.01M Buy
19,764
+2,563
+15% +$415K 0.12% 163
2023
Q2 		$2.98M Buy
17,201
+14,318
+497% +$2.37M 0.12% 162
2023
Q1 		$470K Buy
2,883
+103
+4% +$15.8K 0.03% 408
2022
Q4 		$436K Buy
2,780
+284
+11% +$45.7K 0.03% 415
2022
Q3 		$400K Buy
2,496
+818
+49% +$135K 0.03% 369
2022
Q2 		$257K Buy
+1,678
New +$263K 0.02% 469
2021
Q1 		– Sell
-382
Closed -$45K – 1039
2020
Q4 		$45K Buy
+382
New +$44.5K 0.01% 782
2018
Q2 		– Sell
-109
Closed -$9K – 595
2018
Q1 		$9K Buy
109
+1
+0.9% +$86 ﹤0.01% 524
2017
Q4 		$9K Hold
108
– – ﹤0.01% 500
2017
Q3 		$8K Sell
108
-1,499
-93% -$114K ﹤0.01% 530
2017
Q2 		$118K Sell
1,607
-2,895
-64% -$211K 0.03% 284
2017
Q1 		$328K Buy
4,502
+1
+0% +$71 0.07% 212
2016
Q4 		$328K Buy
4,501
+4,395
+4,146% +$294K 0.07% 209
2016
Q3 		$7K Buy
+106
New +$6.93K ﹤0.01% 525

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

Perigon Wealth Management's WM Position: Q1 2026 in Review

Perigon Wealth Management increased its Waste Management (WM) stake by 5.9% in Q1 2026, buying an estimated $326K and bringing the position to 25,412 shares worth $5.84M. The position accounts for 0.11% of the portfolio, ranked #183.

Perigon Wealth Management first reported a position in WM in Q3 2016 and has held it in 22 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Perigon Wealth Management held 25,412 shares of Waste Management worth $5.84M as of Q1 2026.
  • Perigon Wealth Management bought 1,417 Waste Management shares in Q1 2026, an estimated $326K.
  • Waste Management made up 0.11% of Perigon Wealth Management's portfolio in Q1 2026, its #183 holding.
  • Perigon Wealth Management first reported a position in Waste Management in Q3 2016 and has held it in 22 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.