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Stiles Financial Services’s Waste Management WM Stock Holding History

Stiles Financial Services’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 		$1.4M Sell
6,074
-136
-2% -$31.2K 0.43% 65
2025
Q4 		$1.36M Sell
6,210
-97
-2% -$20.7K 0.42% 65
2025
Q3 		$1.39M Buy
6,307
+5
+0.1% +$1.13K 0.44% 70
2025
Q2 		$1.44M Sell
6,302
-433
-6% -$100K 0.5% 66
2025
Q1 		$1.56M Sell
6,735
-43
-0.6% -$9.52K 0.6% 59
2024
Q4 		$1.37M Buy
6,778
+7
+0.1% +$1.5K 0.5% 65
2024
Q3 		$1.41M Buy
6,771
+10
+0.1% +$2.09K 0.5% 65
2024
Q2 		$1.44M Sell
6,761
-154
-2% -$32K 0.55% 59
2024
Q1 		$1.47M Sell
6,915
-40
-0.6% -$7.86K 0.59% 59
2023
Q4 		$1.25M Sell
6,955
-77
-1% -$12.9K 0.57% 60
2023
Q3 		$1.07M Buy
7,032
+165
+2% +$26.7K 0.56% 60
2023
Q2 		$1.19M Sell
6,867
-132
-2% -$21.8K 0.59% 58
2023
Q1 		$1.14M Buy
6,999
+17
+0.2% +$2.6K 0.61% 53
2022
Q4 		$1.1M Buy
6,982
+128
+2% +$20.6K 0.63% 52
2022
Q3 		$1.1M Sell
6,854
-5
-0.1% -$825 0.67% 46
2022
Q2 		$1.05M Sell
6,859
-185
-3% -$29K 0.63% 54
2022
Q1 		$1.12M Buy
7,044
+16
+0.2% +$2.43K 0.56% 55
2021
Q4 		$1.17M Buy
+7,028
New +$1.13M 0.57% 53

Other funds holding WM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $34.1B AUM 20.22% 1-Year Est. Return

Stiles Financial Services's WM Position: Q1 2026 in Review

Stiles Financial Services reduced its Waste Management (WM) stake by 2.2% in Q1 2026, selling an estimated $31.2K and leaving 6,074 shares worth $1.4M. The position accounts for 0.43% of the portfolio, ranked #65.

Stiles Financial Services first reported a position in WM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.56M in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Stiles Financial Services held 6,074 shares of Waste Management worth $1.4M as of Q1 2026.
  • Stiles Financial Services sold 136 Waste Management shares in Q1 2026, an estimated $31.2K.
  • Waste Management made up 0.43% of Stiles Financial Services's portfolio in Q1 2026, its #65 holding.
  • Stiles Financial Services first reported a position in Waste Management in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's Waste Management position peaked at $1.56M in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.