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River Wealth Advisors’s Waste Management WM Stock Holding History

River Wealth 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 		$7.66M Buy
33,344
+2,849
+9% +$655K 0.88% 31
2025
Q4 		$6.7M Buy
30,495
+3,130
+11% +$667K 0.75% 36
2025
Q3 		$6.04M Buy
27,365
+2,048
+8% +$461K 0.71% 37
2025
Q2 		$5.79M Buy
25,317
+1,447
+6% +$336K 0.72% 39
2025
Q1 		$5.53M Buy
23,870
+1,300
+6% +$288K 0.77% 36
2024
Q4 		$4.55M Buy
22,570
+2,717
+14% +$584K 0.6% 45
2024
Q3 		$4.12M Buy
19,853
+1,424
+8% +$297K 0.55% 50
2024
Q2 		$3.93M Buy
18,429
+1,213
+7% +$252K 0.56% 50
2024
Q1 		$3.67M Buy
17,216
+2,171
+14% +$427K 0.53% 54
2023
Q4 		$2.69M Buy
15,045
+1,142
+8% +$191K 0.43% 66
2023
Q3 		$2.12M Buy
13,903
+678
+5% +$110K 0.38% 71
2023
Q2 		$2.29M Buy
13,225
+1,261
+11% +$208K 0.39% 73
2023
Q1 		$1.95M Buy
11,964
+3,493
+41% +$535K 0.36% 79
2022
Q4 		$1.33M Buy
8,471
+1,239
+17% +$199K 0.26% 92
2022
Q3 		$1.16M Sell
7,232
-512
-7% -$84.5K 0.25% 93
2022
Q2 		$1.19M Sell
7,744
-189
-2% -$29.6K 0.22% 102
2022
Q1 		$1.26M Buy
7,933
+984
+14% +$149K 0.2% 104
2021
Q4 		$1.16M Buy
6,949
+604
+10% +$97.1K 0.18% 110
2021
Q3 		$948K Buy
6,345
+1,004
+19% +$150K 0.16% 113
2021
Q2 		$748K Buy
5,341
+190
+4% +$26.3K 0.13% 125
2021
Q1 		$665K Buy
5,151
+829
+19% +$96.9K 0.12% 130
2020
Q4 		$510K Buy
4,322
+852
+25% +$99.4K 0.11% 138
2020
Q3 		$393K Buy
3,470
+843
+32% +$93.2K 0.1% 147
2020
Q2 		$278K Buy
+2,627
New +$265K 0.08% 156
2019
Q1 		– Sell
-417
Closed -$37K – 509
2018
Q4 		$37K Hold
417
– – 0.02% 273
2018
Q3 		$38K Hold
417
– – 0.01% 310
2018
Q2 		$34K Buy
+417
New +$34.5K 0.01% 305

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

River Wealth Advisors's WM Position: Q1 2026 in Review

River Wealth Advisors increased its Waste Management (WM) stake by 9.3% in Q1 2026, buying an estimated $655K and bringing the position to 33,344 shares worth $7.66M. The position accounts for 0.88% of the portfolio, ranked #31.

River Wealth Advisors first reported a position in WM in Q2 2018 and has held it in 27 quarters since. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • River Wealth Advisors held 33,344 shares of Waste Management worth $7.66M as of Q1 2026.
  • River Wealth Advisors bought 2,849 Waste Management shares in Q1 2026, an estimated $655K.
  • Waste Management made up 0.88% of River Wealth Advisors's portfolio in Q1 2026, its #31 holding.
  • River Wealth Advisors first reported a position in Waste Management in Q2 2018 and has held it in 27 quarters since.
  • 2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.