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Savvy Advisors Inc’s Waste Management WM Stock Holding History

Savvy Advisors Inc’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 		$2.48M Buy
10,777
+1,241
+13% +$285K 0.07% 231
2025
Q4 		$2.1M Buy
9,536
+1,917
+25% +$409K 0.07% 218
2025
Q3 		$1.68M Buy
7,619
+791
+12% +$178K 0.08% 188
2025
Q2 		$1.56M Buy
6,828
+927
+16% +$215K 0.1% 146
2025
Q1 		$1.37M Buy
5,901
+522
+10% +$116K 0.14% 125
2024
Q4 		$1.09M Buy
5,379
+2,002
+59% +$430K 0.13% 133
2024
Q3 		$701K Buy
3,377
+753
+29% +$157K 0.14% 146
2024
Q2 		$560K Buy
2,624
+1,070
+69% +$222K 0.18% 128
2024
Q1 		$331K Sell
1,554
-253
-14% -$49.7K 0.19% 151
2023
Q4 		$324K Buy
+1,807
New +$303K 0.31% 98

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

Savvy Advisors Inc's WM Position: Q1 2026 in Review

Savvy Advisors Inc increased its Waste Management (WM) stake by 13% in Q1 2026, buying an estimated $285K and bringing the position to 10,777 shares worth $2.48M. The position accounts for 0.07% of the portfolio, ranked #231.

Savvy Advisors Inc first reported a position in WM in Q4 2023 and has held it in 10 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Savvy Advisors Inc held 10,777 shares of Waste Management worth $2.48M as of Q1 2026.
  • Savvy Advisors Inc bought 1,241 Waste Management shares in Q1 2026, an estimated $285K.
  • Waste Management made up 0.07% of Savvy Advisors Inc's portfolio in Q1 2026, its #231 holding.
  • Savvy Advisors Inc first reported a position in Waste Management in Q4 2023 and has held it in 10 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.