Retirement Guys Formula’s Waste Management WM Stock Holding History

Retirement Guys Formula’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	$1.32M	Buy	5,723 +558	+11%	+$128K	0.6%	71
2025 Q4	$1.13M	Sell	5,165 -41	-0.8%	-$8.74K	0.52%	76
2025 Q3	$1.15M	Buy	5,206 +203	+4%	+$45.7K	0.4%	79
2025 Q2	$1.14M	Buy	5,003 +396	+9%	+$91.9K	0.43%	81
2025 Q1	$1.07M	Buy	4,607 +803	+21%	+$178K	0.53%	74
2024 Q4	$768K	Buy	3,804 +400	+12%	+$85.9K	0.39%	80
2024 Q3	$707K	Buy	3,404 +356	+12%	+$74.3K	0.33%	90
2024 Q2	$650K	Sell	3,048 -3	-0.1%	-$624	0.31%	85
2024 Q1	$650K	Buy	+3,051	New	+$600K	0.32%	84

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

Retirement Guys Formula's WM Position: Q1 2026 in Review

Retirement Guys Formula increased its Waste Management (WM) stake by 11% in Q1 2026, buying an estimated $128K and bringing the position to 5,723 shares worth $1.32M. The position accounts for 0.6% of the portfolio, ranked #71.

Retirement Guys Formula first reported a position in WM in Q1 2024 and has held it in 9 quarters since. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Retirement Guys Formula held 5,723 shares of Waste Management worth $1.32M as of Q1 2026.
Retirement Guys Formula bought 558 Waste Management shares in Q1 2026, an estimated $128K.
Waste Management made up 0.6% of Retirement Guys Formula's portfolio in Q1 2026, its #71 holding.
Retirement Guys Formula first reported a position in Waste Management in Q1 2024 and has held it in 9 quarters since.
2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.