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Synergy Financial Group’s Waste Management WM Stock Holding History

Synergy Financial 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 		$418K Sell
1,817
-26
-1% -$5.97K 0.31% 70
2025
Q4 		$405K Sell
1,843
-80
-4% -$17.1K 0.28% 68
2025
Q3 		$425K Sell
1,923
-3
-0.2% -$676 0.29% 62
2025
Q2 		$441K Sell
1,926
-50
-3% -$11.6K 0.32% 55
2025
Q1 		$457K Sell
1,976
-9
-0.5% -$1.99K 0.41% 52
2024
Q4 		$401K Buy
1,985
+63
+3% +$13.5K 0.33% 56
2024
Q3 		$399K Sell
1,922
-10
-0.5% -$2.09K 0.38% 47
2024
Q2 		$412K Buy
1,932
+1
+0.1% +$208 0.43% 45
2024
Q1 		$412K Sell
1,931
-577
-23% -$113K 0.46% 48
2023
Q4 		$449K Buy
2,508
+7
+0.3% +$1.17K 0.55% 45
2023
Q3 		$381K Buy
2,501
+542
+28% +$87.7K 0.53% 44
2023
Q2 		$340K Hold
1,959
– – 0.46% 48
2023
Q1 		$320K Sell
1,959
-321
-14% -$49.2K 0.52% 48
2022
Q4 		$358K Sell
2,280
-724
-24% -$116K 0.71% 37
2022
Q3 		$481K Sell
3,004
-44
-1% -$7.26K 0.72% 44
2022
Q2 		$466K Sell
3,048
-353
-10% -$55.3K 0.73% 46
2022
Q1 		$539K Hold
3,401
– – 0.57% 51
2021
Q4 		$568K Buy
+3,401
New +$547K 0.51% 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

Synergy Financial Group's WM Position: Q1 2026 in Review

Synergy Financial Group reduced its Waste Management (WM) stake by 1.4% in Q1 2026, selling an estimated $5.97K and leaving 1,817 shares worth $418K. The position accounts for 0.31% of the portfolio, ranked #70.

Synergy Financial Group first reported a position in WM in Q4 2021 and has held it in 18 quarters since. The position peaked at $568K in Q4 2021. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Synergy Financial Group held 1,817 shares of Waste Management worth $418K as of Q1 2026.
  • Synergy Financial Group sold 26 Waste Management shares in Q1 2026, an estimated $5.97K.
  • Waste Management made up 0.31% of Synergy Financial Group's portfolio in Q1 2026, its #70 holding.
  • Synergy Financial Group first reported a position in Waste Management in Q4 2021 and has held it in 18 quarters since.
  • Synergy Financial Group's Waste Management position peaked at $568K in Q4 2021.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.