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Peterson Wealth Services’s Waste Management WM Stock Holding History

Peterson Wealth Services’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 		$4.72K Buy
21
+1
+5% +$230 ﹤0.01% 191
2025
Q4 		$4.49K Sell
20
-3
-13% -$639 ﹤0.01% 194
2025
Q3 		$4.5K Buy
23
+3
+15% +$676 ﹤0.01% 194
2025
Q2 		$4.64K Hold
20
– – ﹤0.01% 188
2025
Q1 		$4.68K Hold
20
– – ﹤0.01% 189
2024
Q4 		$4.07K Hold
20
– – ﹤0.01% 198
2024
Q3 		$4.17K Buy
+20
New +$4.17K ﹤0.01% 199

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

Peterson Wealth Services's WM Position: Q1 2026 in Review

Peterson Wealth Services increased its Waste Management (WM) stake by 5% in Q1 2026, buying an estimated $230 and bringing the position to 21 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #191.

Peterson Wealth Services first reported a position in WM in Q3 2024 and has held it in 7 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Peterson Wealth Services held 21 shares of Waste Management worth $4.72K as of Q1 2026.
  • Peterson Wealth Services bought 1 Waste Management share in Q1 2026, an estimated $230.
  • Waste Management made up ﹤0.01% of Peterson Wealth Services's portfolio in Q1 2026, its #191 holding.
  • Peterson Wealth Services first reported a position in Waste Management in Q3 2024 and has held it in 7 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Peterson Wealth Services's 13F filing for Q1 2026, filed 30 Apr 2026.