Peterson Wealth Services
WM icon

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
Q3 		$4.22K Hold
21
– – ﹤0.01% 197
2026
Q2 		$4.6K Hold
21
– – ﹤0.01% 203
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 		$4.06K 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Peterson Wealth Services's WM Position: Q3 2026 in Review

Peterson Wealth Services held its Waste Management (WM) position steady in Q3 2026 at 21 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #197.

Peterson Wealth Services first reported a position in WM in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.72K in Q1 2026. 2,062 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Peterson Wealth Services held 21 shares of Waste Management worth $4.22K as of Q3 2026.
  • Peterson Wealth Services left its Waste Management share count unchanged in Q3 2026.
  • Waste Management made up ﹤0.01% of Peterson Wealth Services's portfolio in Q3 2026, its #197 holding.
  • Peterson Wealth Services first reported a position in Waste Management in Q3 2024 and has held it in 9 quarters since.
  • Peterson Wealth Services's Waste Management position peaked at $4.72K in Q1 2026.
  • 2,062 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.