SWM
WM icon

SHP Wealth Management’s Waste Management WM Stock Holding History

SHP 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 		$996K Sell
4,335
-929
-18% -$213K 0.08% 84
2025
Q4 		$1.16M Buy
+5,264
New +$1.12M 0.09% 67

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 $31.7B AUM 20.52% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

SHP Wealth Management reduced its Waste Management (WM) stake by 18% in Q1 2026, selling an estimated $213K and leaving 4,335 shares worth $996K. The position accounts for 0.08% of the portfolio, ranked #84.

SHP Wealth Management first reported a position in WM in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.16M in Q4 2025. 2,361 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • SHP Wealth Management held 4,335 shares of Waste Management worth $996K as of Q1 2026.
  • SHP Wealth Management sold 929 Waste Management shares in Q1 2026, an estimated $213K.
  • Waste Management made up 0.08% of SHP Wealth Management's portfolio in Q1 2026, its #84 holding.
  • SHP Wealth Management first reported a position in Waste Management in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Waste Management position peaked at $1.16M in Q4 2025.
  • 2,361 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.