Petix & Botte Financial’s Waste Management WM Stock Holding History

Petix & Botte Financial’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	$451K	Sell	982 -982	-50%	-$226K	0.1%	90
2025 Q4	$432K	Hold	1,964	–	–	0.1%	88
2025 Q3	$434K	Hold	1,964	–	–	0.1%	89
2025 Q2	$449K	Buy	1,964 +42	+2%	+$9.74K	0.11%	93
2025 Q1	$445K	Hold	1,922	–	–	0.12%	88
2024 Q4	$388K	Hold	1,922	–	–	0.1%	97
2024 Q3	$399K	Hold	1,922	–	–	0.11%	83
2024 Q2	$410K	Buy	1,922 +961	+100%	+$200K	0.12%	84
2024 Q1	$205K	Sell	961 -961	-50%	-$189K	0.05%	139
2023 Q4	$344K	Hold	1,922	–	–	0.1%	91
2023 Q3	$293K	Hold	1,922	–	–	0.09%	97
2023 Q2	$333K	Buy	+1,922	New	+$318K	0.1%	93

Other funds holding WM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Petix & Botte Financial's WM Position: Q1 2026 in Review

Petix & Botte Financial reduced its Waste Management (WM) stake by 50% in Q1 2026, selling an estimated $226K and leaving 982 shares worth $451K. The position accounts for 0.1% of the portfolio, ranked #90.

Petix & Botte Financial first reported a position in WM in Q2 2023 and has held it in 12 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Petix & Botte Financial held 982 shares of Waste Management worth $451K as of Q1 2026.
Petix & Botte Financial sold 982 Waste Management shares in Q1 2026, an estimated $226K.
Waste Management made up 0.1% of Petix & Botte Financial's portfolio in Q1 2026, its #90 holding.
Petix & Botte Financial first reported a position in Waste Management in Q2 2023 and has held it in 12 quarters since.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.