Premier Path Wealth Partners’s Waste Management WM Stock Holding History

Premier Path Wealth Partners’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	$403K	Buy	1,976 +177	+10%	+$39.6K	0.05%	294
2026 Q2	$401K	Sell	1,799 -69	-4%	-$15.3K	0.05%	305
2026 Q1	$429K	Buy	1,868 +605	+48%	+$139K	0.06%	295
2025 Q4	$278K	Buy	1,263 +98	+8%	+$20.9K	0.04%	337
2025 Q3	$257K	Sell	1,165 -49	-4%	-$11K	0.03%	355
2025 Q2	$278K	Buy	1,214 +143	+13%	+$33.2K	0.04%	335
2025 Q1	$248K	Buy	1,071 +53	+5%	+$11.7K	0.04%	333
2024 Q4	$205K	Buy	1,018 +5	+0.5%	+$1.07K	0.03%	362
2024 Q3	$210K	Sell	1,013 -36	-3%	-$7.51K	0.03%	346
2024 Q2	$224K	Buy	1,049 +3	+0.3%	+$624	0.04%	341
2024 Q1	$223K	Buy	+1,046	New	+$206K	0.04%	314

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

Premier Path Wealth Partners's WM Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Waste Management (WM) stake by 9.8% in Q3 2026, buying an estimated $39.6K and bringing the position to 1,976 shares worth $403K. The position accounts for 0.05% of the portfolio, ranked #294.

Premier Path Wealth Partners first reported a position in WM in Q1 2024 and has held it in 11 quarters since. The position peaked at $429K in Q1 2026. 1,465 funds tracked by Wall St. Rank hold WM as of Q3 2026.

Premier Path Wealth Partners held 1,976 shares of Waste Management worth $403K as of Q3 2026.
Premier Path Wealth Partners bought 177 Waste Management shares in Q3 2026, an estimated $39.6K.
Waste Management made up 0.05% of Premier Path Wealth Partners's portfolio in Q3 2026, its #294 holding.
Premier Path Wealth Partners first reported a position in Waste Management in Q1 2024 and has held it in 11 quarters since.
Premier Path Wealth Partners's Waste Management position peaked at $429K in Q1 2026.
1,465 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.