RMG Wealth Management
WM icon

RMG Wealth Management’s Waste Management WM Stock Holding History

RMG 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 		$8.85K Hold
37
– – ﹤0.01% 310
2026
Q2 		$8.37K Hold
37
– – ﹤0.01% 297
2026
Q1 		$7.92K Hold
37
– – ﹤0.01% 312
2025
Q4 		$8.43K Buy
+37
New +$7.89K ﹤0.01% 272
2025
Q3 		– Sell
-11
Closed -$2.5K – 356
2025
Q2 		$2.5K Buy
+11
New +$2.55K ﹤0.01% 286

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
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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

RMG Wealth Management held its Waste Management (WM) position steady in Q3 2026 at 37 shares worth $8.85K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

RMG Wealth Management first reported a position in WM in Q2 2025 and has held it in 5 quarters since. 1,363 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • RMG Wealth Management held 37 shares of Waste Management worth $8.85K as of Q3 2026.
  • RMG Wealth Management left its Waste Management share count unchanged in Q3 2026.
  • Waste Management made up ﹤0.01% of RMG Wealth Management's portfolio in Q3 2026, its #310 holding.
  • RMG Wealth Management first reported a position in Waste Management in Q2 2025 and has held it in 5 quarters since.
  • 1,363 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.