SOA Wealth Advisors’s Waste Management WM Stock Holding History

SOA 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 Q1	–	Sell	-67	Closed	-$14.8K	–	894
2025 Q4	$14.8K	Hold	67	–	–	﹤0.01%	545
2025 Q3	$14.8K	Buy	67 +44	+191%	+$9.91K	﹤0.01%	560
2025 Q2	$5.26K	Sell	23 -182	-89%	-$42.2K	﹤0.01%	652
2025 Q1	$47.4K	Sell	205 -25	-11%	-$5.54K	0.01%	351
2024 Q4	$46.4K	Buy	230 +25	+12%	+$5.37K	0.01%	338
2024 Q3	$42.5K	Hold	205	–	–	0.01%	344
2024 Q2	$43.7K	Hold	205	–	–	0.01%	325
2024 Q1	$43.6K	Hold	205	–	–	0.01%	323
2023 Q4	$36.6K	Buy	205 +1	+0.5%	+$168	0.01%	335
2023 Q3	$31.2K	Hold	204	–	–	0.01%	346
2023 Q2	$35.4K	Sell	204 -2	-1%	-$331	0.01%	335
2023 Q1	$33.7K	Hold	206	–	–	0.01%	337
2022 Q4	$32.3K	Hold	206	–	–	0.01%	336
2022 Q3	$33K	Hold	206	–	–	0.01%	309
2022 Q2	$31K	Hold	206	–	–	0.01%	319
2022 Q1	$32K	Hold	206	–	–	0.01%	381
2021 Q4	$34K	Buy	206 +70	+51%	+$11.3K	0.01%	359
2021 Q3	$20K	Buy	136 +66	+94%	+$9.88K	0.01%	462
2021 Q2	$9K	Buy	70 +2	+3%	+$276	﹤0.01%	599
2021 Q1	$8K	Hold	68	–	–	﹤0.01%	562
2020 Q4	$7K	Buy	+68	New	+$7.93K	﹤0.01%	573

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

SOA Wealth Advisors's WM Position: Q1 2026 in Review

SOA Wealth Advisors sold out of Waste Management (WM) in Q1 2026, closing a stake of 67 shares — an estimated $14.8K sold.

SOA Wealth Advisors first reported a position in WM in Q4 2020 and held it in 21 quarters. The position peaked at $47.4K in Q1 2025. 2,364 funds tracked by Wall St. Rank hold WM as of Q1 2026.

SOA Wealth Advisors reported no remaining Waste Management position as of Q1 2026 after selling out during the quarter.
SOA Wealth Advisors sold 67 Waste Management shares in Q1 2026, an estimated $14.8K.
SOA Wealth Advisors first reported a position in Waste Management in Q4 2020 and held it in 21 quarters.
SOA Wealth Advisors's Waste Management position peaked at $47.4K in Q1 2025.
2,364 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.