SS
WM icon

Sunbelt Securities’s Waste Management WM Stock Holding History

Sunbelt Securities’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 		$1.12M Buy
4,887
+303
+7% +$69.6K 0.07% 234
2025
Q4 		$1.01M Sell
4,584
-50
-1% -$10.7K 0.07% 246
2025
Q3 		$1.02M Buy
4,634
+3,621
+357% +$816K 0.07% 231
2025
Q2 		$204K Sell
1,013
-556
-35% -$129K 0.02% 579
2025
Q1 		$363K Buy
1,569
+556
+55% +$123K 0.03% 400
2024
Q4 		$205K Buy
1,013
+23
+2% +$4.94K 0.02% 578
2024
Q3 		$206K Buy
990
+164
+20% +$34.2K 0.02% 582
2024
Q2 		$176K Buy
826
+72
+10% +$15K 0.02% 590
2024
Q1 		$161K Buy
754
+61
+9% +$12K 0.02% 593
2023
Q4 		$124K Buy
693
+2
+0.3% +$335 0.02% 622
2023
Q3 		$105K Buy
691
+21
+3% +$3.4K 0.01% 644
2023
Q2 		$116K Sell
670
-324
-33% -$53.6K 0.02% 604
2023
Q1 		$161K Buy
+994
New +$152K 0.03% 474
2020
Q2 		– Sell
-5,978
Closed -$685K – 392
2020
Q1 		$685K Buy
5,978
+868
+17% +$99.6K 0.03% 186
2019
Q4 		$582K Buy
5,110
+697
+16% +$78.7K 0.06% 284
2019
Q3 		$508K Buy
+4,413
New +$515K 0.06% 294

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 $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sunbelt Securities's WM Position: Q1 2026 in Review

Sunbelt Securities increased its Waste Management (WM) stake by 6.6% in Q1 2026, buying an estimated $69.6K and bringing the position to 4,887 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #234.

Sunbelt Securities first reported a position in WM in Q3 2019 and has held it in 16 quarters since. 2,365 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Sunbelt Securities held 4,887 shares of Waste Management worth $1.12M as of Q1 2026.
  • Sunbelt Securities bought 303 Waste Management shares in Q1 2026, an estimated $69.6K.
  • Waste Management made up 0.07% of Sunbelt Securities's portfolio in Q1 2026, its #234 holding.
  • Sunbelt Securities first reported a position in Waste Management in Q3 2019 and has held it in 16 quarters since.
  • 2,365 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.