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Perryman Financial Advisory’s Waste Management WM Stock Holding History

Perryman Financial Advisory’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 		$13.5M Buy
58,816
+35
+0.1% +$8.04K 2.03% 10
2025
Q4 		$12.9M Buy
+58,781
New +$12.5M 1.9% 12

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

Perryman Financial Advisory's WM Position: Q1 2026 in Review

Perryman Financial Advisory increased its Waste Management (WM) stake by 0.06% in Q1 2026, buying an estimated $8.04K and bringing the position to 58,816 shares worth $13.5M. The position accounts for 2.03% of the portfolio, ranked #10.

Perryman Financial Advisory first reported a position in WM in Q4 2025 and has held it in 2 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Perryman Financial Advisory held 58,816 shares of Waste Management worth $13.5M as of Q1 2026.
  • Perryman Financial Advisory bought 35 Waste Management shares in Q1 2026, an estimated $8.04K.
  • Waste Management made up 2.03% of Perryman Financial Advisory's portfolio in Q1 2026, its #10 holding.
  • Perryman Financial Advisory first reported a position in Waste Management in Q4 2025 and has held it in 2 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Perryman Financial Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.