RBA Wealth Management
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RBA Wealth Management’s Waste Management WM Stock Holding History

RBA Wealth Management’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 		$6.14M Buy
30,109
+1,293
+4% +$290K 1.94% 19
2026
Q2 		$6.42M Sell
28,816
-2,953
-9% -$657K 2.36% 11
2026
Q1 		$7.3M Sell
31,769
-257
-0.8% -$59.1K 2.63% 8
2025
Q4 		$7.04M Buy
32,026
+189
+0.6% +$40.3K 2.38% 9
2025
Q3 		$7.03M Buy
31,837
+166
+0.5% +$37.4K 2.43% 8
2025
Q2 		$7.25M Sell
31,671
-173
-0.5% -$40.1K 2.7% 6
2025
Q1 		$7.37M Buy
31,844
+137
+0.4% +$30.3K 2.92% 5
2024
Q4 		$6.4M Sell
31,707
-140
-0.4% -$30.1K 2.44% 8
2024
Q3 		$6.61M Buy
31,847
+209
+0.7% +$43.6K 2.55% 8
2024
Q2 		$6.75M Buy
31,638
+12
+0% +$2.49K 2.7% 7
2024
Q1 		$6.74M Sell
31,626
-424
-1% -$83.3K 2.73% 6
2023
Q4 		$5.74M Buy
32,050
+222
+0.7% +$37.2K 2.51% 9
2023
Q3 		$4.85M Buy
31,828
+300
+1% +$48.5K 2.34% 12
2023
Q2 		$5.47M Buy
31,528
+139
+0.4% +$23K 2.55% 9
2023
Q1 		$5.12M Buy
31,389
+733
+2% +$112K 2.55% 6
2022
Q4 		$4.81M Buy
30,656
+304
+1% +$48.9K 2.52% 8
2022
Q3 		$4.86M Sell
30,352
-56
-0.2% -$9.24K 2.8% 4
2022
Q2 		$4.65M Buy
30,408
+471
+2% +$73.8K 2.58% 6
2022
Q1 		$4.74M Buy
29,937
+449
+2% +$68.1K 2.28% 9
2021
Q4 		$4.92M Buy
+29,488
New +$4.74M 2.33% 8
2021
Q1 		– Sell
-18,537
Closed -$2.19M – 278
2020
Q4 		$2.19M Buy
18,537
+2,346
+14% +$274K 1.32% 31
2020
Q3 		$1.83M Buy
16,191
+1,851
+13% +$205K 1.24% 31
2020
Q2 		$1.52M Buy
14,340
+7,291
+103% +$736K 1.11% 37
2020
Q1 		$652K Buy
7,049
+2,585
+58% +$297K 0.56% 57
2019
Q4 		$508K Buy
+4,464
New +$504K 0.35% 65

Other funds holding WM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

RBA Wealth Management's WM Position: Q3 2026 in Review

RBA Wealth Management increased its Waste Management (WM) stake by 4.5% in Q3 2026, buying an estimated $290K and bringing the position to 30,109 shares worth $6.14M. The position accounts for 1.94% of the portfolio, ranked #19.

RBA Wealth Management first reported a position in WM in Q4 2019 and has held it in 25 quarters since. The position peaked at $7.37M in Q1 2025. 1,465 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • RBA Wealth Management held 30,109 shares of Waste Management worth $6.14M as of Q3 2026.
  • RBA Wealth Management bought 1,293 Waste Management shares in Q3 2026, an estimated $290K.
  • Waste Management made up 1.94% of RBA Wealth Management's portfolio in Q3 2026, its #19 holding.
  • RBA Wealth Management first reported a position in Waste Management in Q4 2019 and has held it in 25 quarters since.
  • RBA Wealth Management's Waste Management position peaked at $7.37M in Q1 2025.
  • 1,465 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on RBA Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.