Sterneck Capital Management’s Waste Management WM Stock Holding History

Sterneck Capital 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	$230K	Hold	1,000	–	–	0.1%	100
2025 Q4	$220K	Hold	1,000	–	–	0.1%	100
2025 Q3	$221K	Hold	1,000	–	–	0.1%	95
2025 Q2	$229K	Hold	1,000	–	–	0.12%	87
2025 Q1	$232K	Hold	1,000	–	–	0.13%	85
2024 Q4	$202K	Hold	1,000	–	–	0.11%	91
2024 Q3	$208K	Hold	1,000	–	–	0.11%	86
2024 Q2	$213K	Hold	1,000	–	–	0.12%	84
2024 Q1	$213K	Buy	+1,000	New	+$197K	0.13%	85

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 $37.4B AUM 35.42% 1-Year Est. Return

Sterneck Capital Management's WM Position: Q1 2026 in Review

Sterneck Capital Management held its Waste Management (WM) position steady in Q1 2026 at 1,000 shares worth $230K. The position accounts for 0.1% of the portfolio, ranked #100.

Sterneck Capital Management first reported a position in WM in Q1 2024 and has held it in 9 quarters since. The position peaked at $232K in Q1 2025. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Sterneck Capital Management held 1,000 shares of Waste Management worth $230K as of Q1 2026.
Sterneck Capital Management left its Waste Management share count unchanged in Q1 2026.
Waste Management made up 0.1% of Sterneck Capital Management's portfolio in Q1 2026, its #100 holding.
Sterneck Capital Management first reported a position in Waste Management in Q1 2024 and has held it in 9 quarters since.
Sterneck Capital Management's Waste Management position peaked at $232K in Q1 2025.
2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Sterneck Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.