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Personal CFO Solutions’s Waste Management WM Stock Holding History

Personal CFO Solutions’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 		$458K Sell
1,992
-53
-3% -$12.2K 0.06% 267
2025
Q4 		$449K Sell
2,045
-533
-21% -$114K 0.07% 258
2025
Q3 		$569K Buy
2,578
+786
+44% +$177K 0.1% 209
2025
Q2 		$410K Buy
1,792
+101
+6% +$23.4K 0.08% 254
2025
Q1 		$391K Sell
1,691
-24
-1% -$5.32K 0.08% 256
2024
Q4 		$346K Sell
1,715
-39
-2% -$8.38K 0.07% 278
2024
Q3 		$364K Buy
1,754
+309
+21% +$64.5K 0.05% 343
2024
Q2 		$308K Sell
1,445
-104
-7% -$21.6K 0.05% 370
2024
Q1 		$330K Buy
1,549
+155
+11% +$30.5K 0.05% 370
2023
Q4 		$250K Sell
1,394
-12
-0.9% -$2.01K 0.04% 422
2023
Q3 		$214K Buy
1,406
+46
+3% +$7.44K 0.04% 422
2023
Q2 		$236K Sell
1,360
-17
-1% -$2.81K 0.05% 400
2023
Q1 		$225K Buy
1,377
+65
+5% +$9.96K 0.05% 412
2022
Q4 		$206K Sell
1,312
-1,076
-45% -$173K 0.04% 416
2022
Q3 		$383K Buy
2,388
+946
+66% +$156K 0.1% 202
2022
Q2 		$221K Sell
1,442
-2
-0.1% -$313 0.05% 364
2022
Q1 		$229K Buy
1,444
+75
+5% +$11.4K 0.05% 406
2021
Q4 		$228K Sell
1,369
-37
-3% -$5.95K 0.04% 410
2021
Q3 		$210K Buy
+1,406
New +$210K 0.04% 407

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

Personal CFO Solutions's WM Position: Q1 2026 in Review

Personal CFO Solutions reduced its Waste Management (WM) stake by 2.6% in Q1 2026, selling an estimated $12.2K and leaving 1,992 shares worth $458K. The position accounts for 0.06% of the portfolio, ranked #267.

Personal CFO Solutions first reported a position in WM in Q3 2021 and has held it in 19 quarters since. The position peaked at $569K in Q3 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Personal CFO Solutions held 1,992 shares of Waste Management worth $458K as of Q1 2026.
  • Personal CFO Solutions sold 53 Waste Management shares in Q1 2026, an estimated $12.2K.
  • Waste Management made up 0.06% of Personal CFO Solutions's portfolio in Q1 2026, its #267 holding.
  • Personal CFO Solutions first reported a position in Waste Management in Q3 2021 and has held it in 19 quarters since.
  • Personal CFO Solutions's Waste Management position peaked at $569K in Q3 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.