PFM
WM icon

Phillips Financial Management’s Waste Management WM Stock Holding History

Phillips Financial Management’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 		$212K Sell
921
-97
-10% -$22.3K 0.02% 188
2025
Q4 		$224K Buy
+1,018
New +$217K 0.01% 193

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

Phillips Financial Management's WM Position: Q1 2026 in Review

Phillips Financial Management reduced its Waste Management (WM) stake by 9.5% in Q1 2026, selling an estimated $22.3K and leaving 921 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #188.

Phillips Financial Management first reported a position in WM in Q4 2025 and has held it in 2 quarters since. The position peaked at $224K in Q4 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Phillips Financial Management held 921 shares of Waste Management worth $212K as of Q1 2026.
  • Phillips Financial Management sold 97 Waste Management shares in Q1 2026, an estimated $22.3K.
  • Waste Management made up 0.02% of Phillips Financial Management's portfolio in Q1 2026, its #188 holding.
  • Phillips Financial Management first reported a position in Waste Management in Q4 2025 and has held it in 2 quarters since.
  • Phillips Financial Management's Waste Management position peaked at $224K in Q4 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.