SWM
WM icon

Shepherd Wealth Management’s Waste Management WM Stock Holding History

Shepherd 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
Q1 		$381K Hold
1,700
– – 0.29% 31
2025
Q4 		$376K Hold
1,700
– – 0.26% 29
2025
Q3 		$342K Hold
1,700
– – 0.23% 30
2025
Q2 		$398K Buy
+1,700
New +$394K 0.27% 28

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Shepherd Wealth Management's WM Position: Q1 2026 in Review

Shepherd Wealth Management held its Waste Management (WM) position steady in Q1 2026 at 1,700 shares worth $381K. The position accounts for 0.29% of the portfolio, ranked #31.

Shepherd Wealth Management first reported a position in WM in Q2 2025 and has held it in 4 quarters since. The position peaked at $398K in Q2 2025. 2,365 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Shepherd Wealth Management held 1,700 shares of Waste Management worth $381K as of Q1 2026.
  • Shepherd Wealth Management left its Waste Management share count unchanged in Q1 2026.
  • Waste Management made up 0.29% of Shepherd Wealth Management's portfolio in Q1 2026, its #31 holding.
  • Shepherd Wealth Management first reported a position in Waste Management in Q2 2025 and has held it in 4 quarters since.
  • Shepherd Wealth Management's Waste Management position peaked at $398K in Q2 2025.
  • 2,365 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.