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 Q3	$4.9K	Hold	24	–	–	﹤0.01%	908
2026 Q2	$5.35K	Sell	24 -10	-29%	-$2.22K	﹤0.01%	825
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

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 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

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Private Wealth Management Group's WM Position: Q3 2026 in Review

Private Wealth Management Group held its Waste Management (WM) position steady in Q3 2026 at 24 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Private Wealth Management Group first reported a position in WM in Q4 2024 and has held it in 5 quarters since. The position peaked at $7.81K in Q1 2026. 634 funds tracked by Wall St. Rank hold WM as of Q3 2026.

Private Wealth Management Group held 24 shares of Waste Management worth $4.9K as of Q3 2026.
Private Wealth Management Group left its Waste Management share count unchanged in Q3 2026.
Waste Management made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #908 holding.
Private Wealth Management Group first reported a position in Waste Management in Q4 2024 and has held it in 5 quarters since.
Private Wealth Management Group's Waste Management position peaked at $7.81K in Q1 2026.
634 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.