Perigon Wealth Management
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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
Q3 		$3.33M Sell
16,328
-8,791
-35% -$1.97M 0.05% 298
2026
Q2 		$5.6M Sell
25,119
-293
-1% -$65.2K 0.09% 214
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

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Perigon Wealth Management's WM Position: Q3 2026 in Review

Perigon Wealth Management reduced its Waste Management (WM) stake by 35% in Q3 2026, selling an estimated $1.97M and leaving 16,328 shares worth $3.33M. The position accounts for 0.05% of the portfolio, ranked #298.

Perigon Wealth Management first reported a position in WM in Q3 2016 and has held it in 24 quarters since. The position peaked at $5.84M in Q1 2026. 694 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Perigon Wealth Management held 16,328 shares of Waste Management worth $3.33M as of Q3 2026.
  • Perigon Wealth Management sold 8,791 Waste Management shares in Q3 2026, an estimated $1.97M.
  • Waste Management made up 0.05% of Perigon Wealth Management's portfolio in Q3 2026, its #298 holding.
  • Perigon Wealth Management first reported a position in Waste Management in Q3 2016 and has held it in 24 quarters since.
  • Perigon Wealth Management's Waste Management position peaked at $5.84M in Q1 2026.
  • 694 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.