Stratos Wealth Advisors’s Waste Management WM Stock Holding History

Stratos 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	$498K	Sell	2,166 -184	-8%	-$42.3K	0.03%	389
2025 Q4	$516K	Sell	2,350 -292	-11%	-$62.2K	0.02%	429
2025 Q3	$583K	Buy	2,642 +402	+18%	+$90.5K	0.03%	427
2025 Q2	$513K	Buy	2,240 +178	+9%	+$41.3K	0.03%	446
2025 Q1	$478K	Buy	2,062 +49	+2%	+$10.9K	0.03%	442
2024 Q4	$406K	Buy	2,013 +232	+13%	+$49.8K	0.02%	522
2024 Q3	$370K	Buy	1,781 +434	+32%	+$90.5K	0.02%	570
2024 Q2	$288K	Buy	1,347 +22	+2%	+$4.57K	0.01%	580
2024 Q1	$283K	Buy	+1,325	New	+$260K	0.02%	563
2021 Q3	–	Sell	-2,548	Closed	-$357K	–	578
2021 Q2	$357K	Buy	2,548 +978	+62%	+$135K	0.03%	411
2021 Q1	$203K	Buy	+1,570	New	+$183K	0.02%	465
2019 Q4	–	Sell	-2,150	Closed	-$247K	–	247
2019 Q3	$247K	Hold	2,150	–	–	0.09%	215
2019 Q2	$248K	Buy	+2,150	New	+$233K	0.1%	200

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

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

Stratos Wealth Advisors reduced its Waste Management (WM) stake by 7.8% in Q1 2026, selling an estimated $42.3K and leaving 2,166 shares worth $498K. The position accounts for 0.03% of the portfolio, ranked #389.

Stratos Wealth Advisors first reported a position in WM in Q2 2019 and has held it in 13 quarters since. The position peaked at $583K in Q3 2025. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Stratos Wealth Advisors held 2,166 shares of Waste Management worth $498K as of Q1 2026.
Stratos Wealth Advisors sold 184 Waste Management shares in Q1 2026, an estimated $42.3K.
Waste Management made up 0.03% of Stratos Wealth Advisors's portfolio in Q1 2026, its #389 holding.
Stratos Wealth Advisors first reported a position in Waste Management in Q2 2019 and has held it in 13 quarters since.
Stratos Wealth Advisors's Waste Management position peaked at $583K in Q3 2025.
2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.