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Phoenix Financial’s Waste Management WM Stock Holding History

Phoenix 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 		$953K Buy
4,149
+667
+19% +$153K 0.01% 235
2025
Q4 		$765K Buy
3,482
+1,053
+43% +$224K 0.01% 254
2025
Q3 		$536K Sell
2,429
-2,228
-48% -$502K 0.01% 286
2025
Q2 		$1.06M Buy
4,657
+2,858
+159% +$663K 0.01% 231
2025
Q1 		$417K Buy
1,799
+143
+9% +$31.7K 0.01% 267
2024
Q4 		$334K Buy
1,656
+170
+11% +$36.5K ﹤0.01% 300
2024
Q3 		$309K Buy
1,486
+129
+10% +$26.9K ﹤0.01% 292
2024
Q2 		$289K Sell
1,357
-462
-25% -$96K ﹤0.01% 292
2024
Q1 		$387K Buy
+1,819
New +$357K 0.01% 294
2020
Q4 		– Sell
-2,985
Closed -$319K – 431
2020
Q3 		$319K Buy
+2,985
New +$330K 0.01% 255

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $37.4B AUM 35.42% 1-Year Est. Return

Phoenix Financial's WM Position: Q1 2026 in Review

Phoenix Financial increased its Waste Management (WM) stake by 19% in Q1 2026, buying an estimated $153K and bringing the position to 4,149 shares worth $953K. The position accounts for 0.01% of the portfolio, ranked #235.

Phoenix Financial first reported a position in WM in Q3 2020 and has held it in 10 quarters since. The position peaked at $1.06M in Q2 2025. 2,360 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Phoenix Financial held 4,149 shares of Waste Management worth $953K as of Q1 2026.
  • Phoenix Financial bought 667 Waste Management shares in Q1 2026, an estimated $153K.
  • Waste Management made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #235 holding.
  • Phoenix Financial first reported a position in Waste Management in Q3 2020 and has held it in 10 quarters since.
  • Phoenix Financial's Waste Management position peaked at $1.06M in Q2 2025.
  • 2,360 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.