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Sargent Investment Group’s Waste Management WM Stock Holding History

Sargent Investment Group’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 		$251K Buy
1,091
+31
+3% +$7.12K 0.03% 225
2025
Q4 		$233K Buy
+1,060
New +$226K 0.03% 234

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 $37.4B AUM 35.42% 1-Year Est. Return

Sargent Investment Group's WM Position: Q1 2026 in Review

Sargent Investment Group increased its Waste Management (WM) stake by 2.9% in Q1 2026, buying an estimated $7.12K and bringing the position to 1,091 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #225.

Sargent Investment Group first reported a position in WM in Q4 2025 and has held it in 2 quarters since. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Sargent Investment Group held 1,091 shares of Waste Management worth $251K as of Q1 2026.
  • Sargent Investment Group bought 31 Waste Management shares in Q1 2026, an estimated $7.12K.
  • Waste Management made up 0.03% of Sargent Investment Group's portfolio in Q1 2026, its #225 holding.
  • Sargent Investment Group first reported a position in Waste Management in Q4 2025 and has held it in 2 quarters since.
  • 2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.