Primoris Wealth Advisors’s Waste Management WM Stock Holding History

Primoris 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 Q1	$506K	Sell	2,204 -125	-5%	-$28.7K	0.35%	53
2025 Q4	$512K	Sell	2,329 -100	-4%	-$21.3K	0.31%	67
2025 Q3	$536K	Buy	2,429 +15	+0.6%	+$3.38K	0.34%	62
2025 Q2	$552K	Sell	2,414 -225	-9%	-$52.2K	0.38%	54
2025 Q1	$611K	Sell	2,639 -34	-1%	-$7.53K	0.47%	49
2024 Q4	$539K	Hold	2,673	–	–	0.41%	55
2024 Q3	$555K	Sell	2,673 -25	-0.9%	-$5.22K	0.4%	62
2024 Q2	$576K	Hold	2,698	–	–	0.46%	60
2024 Q1	$575K	Sell	2,698 -110	-4%	-$21.6K	0.46%	57
2023 Q4	$498K	Hold	2,808	–	–	0.47%	54
2023 Q3	$428K	Sell	2,808 -100	-3%	-$16.2K	0.52%	46
2023 Q2	$504K	Hold	2,908	–	–	0.55%	40
2023 Q1	$475K	Hold	2,908	–	–	0.58%	41
2022 Q4	$456K	Hold	2,908	–	–	0.7%	38
2022 Q3	$465K	Sell	2,908 -20	-0.7%	-$3.3K	0.83%	33
2022 Q2	$446K	Buy	2,928 +20	+0.7%	+$3.13K	0.64%	39
2022 Q1	$465K	Hold	2,908	–	–	0.43%	45
2021 Q4	$488K	Buy	+2,908	New	+$468K	0.39%	56

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

Primoris Wealth Advisors's WM Position: Q1 2026 in Review

Primoris Wealth Advisors reduced its Waste Management (WM) stake by 5.4% in Q1 2026, selling an estimated $28.7K and leaving 2,204 shares worth $506K. The position accounts for 0.35% of the portfolio, ranked #53.

Primoris Wealth Advisors first reported a position in WM in Q4 2021 and has held it in 18 quarters since. The position peaked at $611K in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Primoris Wealth Advisors held 2,204 shares of Waste Management worth $506K as of Q1 2026.
Primoris Wealth Advisors sold 125 Waste Management shares in Q1 2026, an estimated $28.7K.
Waste Management made up 0.35% of Primoris Wealth Advisors's portfolio in Q1 2026, its #53 holding.
Primoris Wealth Advisors first reported a position in Waste Management in Q4 2021 and has held it in 18 quarters since.
Primoris Wealth Advisors's Waste Management position peaked at $611K in Q1 2025.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.