Portfolio Design Labs’s Waste Management WM Stock Holding History

Portfolio Design Labs’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	$433K	Buy	+1,885	New	+$433K	0.08%	169
2025 Q3	–	Sell	-1,039	Closed	-$238K	–	230
2025 Q2	$238K	Sell	1,039 -364	-26%	-$84.4K	0.05%	138
2025 Q1	$325K	Sell	1,403 -876	-38%	-$194K	0.07%	145
2024 Q4	$460K	Buy	2,279 +1,230	+117%	+$264K	0.09%	125
2024 Q3	$218K	Sell	1,049 -122	-10%	-$25.5K	0.06%	133
2024 Q2	$250K	Sell	1,171 -370	-24%	-$76.9K	0.08%	96
2024 Q1	$328K	Sell	1,541 -865	-36%	-$170K	0.11%	96
2023 Q4	$431K	Buy	+2,406	New	+$403K	0.16%	91

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

Portfolio Design Labs's WM Position: Q1 2026 in Review

Portfolio Design Labs opened a new position in Waste Management (WM) in Q1 2026: 1,885 shares worth $433K. The stake represents 0.08% of the portfolio and ranks #169 among its holdings. This is a return to the name: Portfolio Design Labs previously reported a position in WM as recently as Q2 2025.

Portfolio Design Labs first reported a position in WM in Q4 2023 and has held it in 8 quarters since. The position peaked at $460K in Q4 2024. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Portfolio Design Labs held 1,885 shares of Waste Management worth $433K as of Q1 2026.
Waste Management was a new Portfolio Design Labs position in Q1 2026.
Waste Management made up 0.08% of Portfolio Design Labs's portfolio in Q1 2026, its #169 holding.
Portfolio Design Labs first reported a position in Waste Management in Q4 2023 and has held it in 8 quarters since.
Portfolio Design Labs's Waste Management position peaked at $460K in Q4 2024.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.