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Pursuit Wealth Strategies’s Waste Management WM Stock Holding History

Pursuit Wealth Strategies’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 		$870K Sell
3,784
-41
-1% -$9.42K 1.21% 27
2025
Q4 		$840K Buy
+3,825
New +$815K 1.18% 26

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

Pursuit Wealth Strategies's WM Position: Q1 2026 in Review

Pursuit Wealth Strategies reduced its Waste Management (WM) stake by 1.1% in Q1 2026, selling an estimated $9.42K and leaving 3,784 shares worth $870K. The position accounts for 1.21% of the portfolio, ranked #27.

Pursuit Wealth Strategies first reported a position in WM in Q4 2025 and has held it in 2 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Pursuit Wealth Strategies held 3,784 shares of Waste Management worth $870K as of Q1 2026.
  • Pursuit Wealth Strategies sold 41 Waste Management shares in Q1 2026, an estimated $9.42K.
  • Waste Management made up 1.21% of Pursuit Wealth Strategies's portfolio in Q1 2026, its #27 holding.
  • Pursuit Wealth Strategies first reported a position in Waste Management in Q4 2025 and has held it in 2 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Pursuit Wealth Strategies's 13F filing for Q1 2026, filed 15 May 2026.