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Pinnacle Wealth Planning Services’s Waste Management WM Stock Holding History

Pinnacle Wealth Planning 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
Q1 		$392K Buy
1,705
+99
+6% +$22.7K 0.04% 265
2025
Q4 		$353K Sell
1,606
-137
-8% -$29.2K 0.04% 280
2025
Q3 		$385K Buy
1,743
+2
+0.1% +$450 0.05% 267
2025
Q2 		$398K Sell
1,741
-141
-7% -$32.7K 0.05% 236
2025
Q1 		$436K Buy
1,882
+1
+0.1% +$221 0.07% 185
2024
Q4 		$380K Sell
1,881
-715
-28% -$154K 0.06% 203
2024
Q3 		$539K Buy
2,596
+311
+14% +$64.9K 0.07% 181
2024
Q2 		$487K Sell
2,285
-41
-2% -$8.52K 0.07% 184
2024
Q1 		$496K Buy
2,326
+30
+1% +$5.9K 0.07% 193
2023
Q4 		$411K Sell
2,296
-11
-0.5% -$1.84K 0.06% 207
2023
Q3 		$352K Buy
2,307
+1
+0% +$162 0.06% 220
2023
Q2 		$400K Sell
2,306
-86
-4% -$14.2K 0.06% 206
2023
Q1 		$390K Sell
2,392
-2
-0.1% -$306 0.06% 217
2022
Q4 		$376K Buy
2,394
+21
+0.9% +$3.38K 0.07% 214
2022
Q3 		$381K Hold
2,373
– – 0.07% 187
2022
Q2 		$363K Sell
2,373
-215
-8% -$33.7K 0.07% 204
2022
Q1 		$410K Buy
2,588
+158
+7% +$24K 0.07% 200
2021
Q4 		$405K Buy
2,430
+413
+20% +$66.4K 0.08% 202
2021
Q3 		$301K Buy
2,017
+120
+6% +$18K 0.07% 242
2021
Q2 		$266K Sell
1,897
-9
-0.5% -$1.24K 0.06% 258
2021
Q1 		$246K Buy
1,906
+283
+17% +$33.1K 0.06% 255
2020
Q4 		$191K Buy
+1,623
New +$189K 0.05% 295

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

Pinnacle Wealth Planning Services's WM Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Waste Management (WM) stake by 6.2% in Q1 2026, buying an estimated $22.7K and bringing the position to 1,705 shares worth $392K. The position accounts for 0.04% of the portfolio, ranked #265.

Pinnacle Wealth Planning Services first reported a position in WM in Q4 2020 and has held it in 22 quarters since. The position peaked at $539K in Q3 2024. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,705 shares of Waste Management worth $392K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 99 Waste Management shares in Q1 2026, an estimated $22.7K.
  • Waste Management made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #265 holding.
  • Pinnacle Wealth Planning Services first reported a position in Waste Management in Q4 2020 and has held it in 22 quarters since.
  • Pinnacle Wealth Planning Services's Waste Management position peaked at $539K in Q3 2024.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.