PWMG
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Private Wealth Management Group’s Waste Management WM Stock Holding History

Private Wealth Management Group’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 		$7.81K Buy
34
+10
+42% +$2.3K ﹤0.01% 608
2025
Q4 		$5.27K Buy
+24
New +$5.12K ﹤0.01% 747
2025
Q1 		– Sell
-11
Closed -$2.22K – 1596
2024
Q4 		$2.22K Buy
+11
New +$2.36K ﹤0.01% 1040

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

Private Wealth Management Group's WM Position: Q1 2026 in Review

Private Wealth Management Group increased its Waste Management (WM) stake by 42% in Q1 2026, buying an estimated $2.3K and bringing the position to 34 shares worth $7.81K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Private Wealth Management Group first reported a position in WM in Q4 2024 and has held it in 3 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Private Wealth Management Group held 34 shares of Waste Management worth $7.81K as of Q1 2026.
  • Private Wealth Management Group bought 10 Waste Management shares in Q1 2026, an estimated $2.3K.
  • Waste Management made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #608 holding.
  • Private Wealth Management Group first reported a position in Waste Management in Q4 2024 and has held it in 3 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.