Resurgent Financial Advisors’s Waste Management WM Stock Holding History

Resurgent Financial 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	$459K	Buy	+1,997	New	+$459K	0.17%	147
2025 Q4	–	Sell	-907	Closed	-$200K	–	228
2025 Q3	$200K	Sell	907 -8	-0.9%	-$1.8K	0.1%	204
2025 Q2	$209K	Buy	915 +26	+3%	+$6.03K	0.12%	179
2025 Q1	$206K	Buy	+889	New	+$197K	0.12%	175
2024 Q1	–	Sell	-907	Closed	-$162K	–	488
2023 Q4	$162K	Buy	907 +2	+0.2%	+$335	0.1%	187
2023 Q3	$138K	Sell	905 -189	-17%	-$30.6K	0.09%	190
2023 Q2	$190K	Sell	1,094 -1	-0.1%	-$165	0.13%	153
2023 Q1	$179K	Sell	1,095 -213	-16%	-$32.6K	0.12%	162
2022 Q4	$205K	Sell	1,308 -45	-3%	-$7.24K	0.11%	198
2022 Q3	$217K	Hold	1,353	–	–	0.15%	177
2022 Q2	$207K	Buy	+1,353	New	+$212K	0.13%	174

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

Resurgent Financial Advisors's WM Position: Q1 2026 in Review

Resurgent Financial Advisors opened a new position in Waste Management (WM) in Q1 2026: 1,997 shares worth $459K. The stake represents 0.17% of the portfolio and ranks #147 among its holdings. This is a return to the name: Resurgent Financial Advisors previously reported a position in WM as recently as Q3 2025.

Resurgent Financial Advisors first reported a position in WM in Q2 2022 and has held it in 11 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Resurgent Financial Advisors held 1,997 shares of Waste Management worth $459K as of Q1 2026.
Waste Management was a new Resurgent Financial Advisors position in Q1 2026.
Waste Management made up 0.17% of Resurgent Financial Advisors's portfolio in Q1 2026, its #147 holding.
Resurgent Financial Advisors first reported a position in Waste Management in Q2 2022 and has held it in 11 quarters since.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.