Simplicity Wealth’s Waste Management WM Stock Holding History

Simplicity Wealth’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	$1.24M	Buy	5,392 +126	+2%	+$29K	0.07%	256
2025 Q4	$1.16M	Buy	5,266 +252	+5%	+$53.7K	0.07%	252
2025 Q3	$1.11M	Sell	5,014 -7,723	-61%	-$1.74M	0.06%	269
2025 Q2	$2.91M	Buy	12,737 +6,933	+119%	+$1.61M	0.12%	168
2025 Q1	$1.34M	Buy	+5,804	New	+$1.29M	0.1%	201
2024 Q4	–	Sell	-5,340	Closed	-$1.11M	–	521
2024 Q3	$1.11M	Sell	5,340 -14,767	-73%	-$3.08M	0.1%	180
2024 Q2	$4.29M	Buy	20,107 +182	+0.9%	+$37.8K	0.1%	207
2024 Q1	$4.25M	Buy	19,925 +16,834	+545%	+$3.31M	0.1%	205
2023 Q4	$554K	Buy	+3,091	New	+$518K	0.21%	83

Other funds holding WM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Simplicity Wealth's WM Position: Q1 2026 in Review

Simplicity Wealth increased its Waste Management (WM) stake by 2.4% in Q1 2026, buying an estimated $29K and bringing the position to 5,392 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #256.

Simplicity Wealth first reported a position in WM in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.29M in Q2 2024. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Simplicity Wealth held 5,392 shares of Waste Management worth $1.24M as of Q1 2026.
Simplicity Wealth bought 126 Waste Management shares in Q1 2026, an estimated $29K.
Waste Management made up 0.07% of Simplicity Wealth's portfolio in Q1 2026, its #256 holding.
Simplicity Wealth first reported a position in Waste Management in Q4 2023 and has held it in 9 quarters since.
Simplicity Wealth's Waste Management position peaked at $4.29M in Q2 2024.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.