Physician Wealth Advisors’s Waste Management WM Stock Holding History

Physician Wealth Advisors’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	$86.9K	Buy	426 +13	+3%	+$2.91K	0.01%	340
2026 Q2	$92K	Sell	413 -72	-15%	-$16K	0.01%	322
2026 Q1	$111K	Buy	485 +45	+10%	+$10.3K	0.02%	262
2025 Q4	$96.7K	Buy	440 +13	+3%	+$2.77K	0.01%	281
2025 Q3	$94.3K	Buy	427 +6	+1%	+$1.35K	0.01%	279
2025 Q2	$96.3K	Buy	421 +33	+9%	+$7.66K	0.02%	269
2025 Q1	$89.8K	Buy	388 +118	+44%	+$26.1K	0.02%	268
2024 Q4	$54.5K	Buy	+270	New	+$58K	0.01%	330

Other funds holding WM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Physician Wealth Advisors's WM Position: Q3 2026 in Review

Physician Wealth Advisors increased its Waste Management (WM) stake by 3.1% in Q3 2026, buying an estimated $2.91K and bringing the position to 426 shares worth $86.9K. The position accounts for 0.01% of the portfolio, ranked #340.

Physician Wealth Advisors first reported a position in WM in Q4 2024 and has held it in 8 quarters since. The position peaked at $111K in Q1 2026. 1,465 funds tracked by Wall St. Rank hold WM as of Q3 2026.

Physician Wealth Advisors held 426 shares of Waste Management worth $86.9K as of Q3 2026.
Physician Wealth Advisors bought 13 Waste Management shares in Q3 2026, an estimated $2.91K.
Waste Management made up 0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #340 holding.
Physician Wealth Advisors first reported a position in Waste Management in Q4 2024 and has held it in 8 quarters since.
Physician Wealth Advisors's Waste Management position peaked at $111K in Q1 2026.
1,465 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.