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Stillwater Wealth Management Group’s Waste Management WM Stock Holding History

Stillwater Wealth Management Group’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 		$3.85M Buy
16,754
+462
+3% +$106K 2.38% 19
2025
Q4 		$3.58M Sell
16,292
-433
-3% -$92.3K 2.43% 18
2025
Q3 		$3.69M Buy
+16,725
New +$3.77M 2.58% 17
2025
Q1 		$3.33M Buy
14,374
+1,319
+10% +$292K 2.88% 10
2024
Q4 		$2.63M Buy
+13,055
New +$2.8M 2.37% 19

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

Stillwater Wealth Management Group's WM Position: Q1 2026 in Review

Stillwater Wealth Management Group increased its Waste Management (WM) stake by 2.8% in Q1 2026, buying an estimated $106K and bringing the position to 16,754 shares worth $3.85M. The position accounts for 2.38% of the portfolio, ranked #19.

Stillwater Wealth Management Group first reported a position in WM in Q4 2024 and has held it in 5 quarters since. 2,361 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Stillwater Wealth Management Group held 16,754 shares of Waste Management worth $3.85M as of Q1 2026.
  • Stillwater Wealth Management Group bought 462 Waste Management shares in Q1 2026, an estimated $106K.
  • Waste Management made up 2.38% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #19 holding.
  • Stillwater Wealth Management Group first reported a position in Waste Management in Q4 2024 and has held it in 5 quarters since.
  • 2,361 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.