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Sarver Vrooman Wealth Advisors’s Waste Management WM Stock Holding History

Sarver Vrooman 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
Q3 		$64.6K Hold
317
– – 0.04% 47
2026
Q2 		$71K Hold
317
– – 0.04% 41
2026
Q1 		$72.8K Hold
317
– – 0.04% 38
2025
Q4 		$69.6K Sell
317
-9
-3% -$1.92K 0.04% 36
2025
Q3 		$72K Hold
326
– – 0.05% 46
2025
Q2 		$74.6K Hold
326
– – 0.05% 36
2025
Q1 		$75.5K Buy
+326
New +$72.2K 0.05% 56

Other funds holding WM

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's WM Position: Q3 2026 in Review

Sarver Vrooman Wealth Advisors held its Waste Management (WM) position steady in Q3 2026 at 317 shares worth $64.6K. The position accounts for 0.04% of the portfolio, ranked #47.

Sarver Vrooman Wealth Advisors first reported a position in WM in Q1 2025 and has held it in 7 quarters since. The position peaked at $75.5K in Q1 2025. 112 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Sarver Vrooman Wealth Advisors held 317 shares of Waste Management worth $64.6K as of Q3 2026.
  • Sarver Vrooman Wealth Advisors left its Waste Management share count unchanged in Q3 2026.
  • Waste Management made up 0.04% of Sarver Vrooman Wealth Advisors's portfolio in Q3 2026, its #47 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Waste Management in Q1 2025 and has held it in 7 quarters since.
  • Sarver Vrooman Wealth Advisors's Waste Management position peaked at $75.5K in Q1 2025.
  • 112 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.