TLW Wealth Management
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TLW Wealth Management’s Waste Management WM Stock Holding History

TLW Wealth Management’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
Q3 		$11M Buy
53,907
+948
+2% +$212K 6.05% 8
2026
Q2 		$11.8M Sell
52,959
-1,341
-2% -$298K 6.68% 8
2026
Q1 		$12.5M Buy
54,300
+1,079
+2% +$248K 7.31% 6
2025
Q4 		$11.7M Buy
53,221
+177
+0.3% +$37.7K 6.74% 8
2025
Q3 		$11.7M Sell
53,044
-6,363
-11% -$1.43M 6.7% 8
2025
Q2 		$13.6M Buy
59,407
+280
+0.5% +$65K 7.57% 6
2025
Q1 		$13.7M Buy
59,127
+3,494
+6% +$774K 8.22% 6
2024
Q4 		$11.2M Buy
55,633
+28
+0.1% +$6.01K 6.69% 10
2024
Q3 		$11.5M Sell
55,605
-62
-0.1% -$12.9K 6.86% 9
2024
Q2 		$11.9M Sell
55,667
-1,001
-2% -$208K 7.4% 5
2024
Q1 		$12.1M Sell
56,668
-1
-0% -$197 7.69% 6
2023
Q4 		$10.1M Buy
56,669
+392
+0.7% +$65.7K 7.23% 7
2023
Q3 		$8.58M Sell
56,277
-30
-0.1% -$4.85K 6.52% 7
2023
Q2 		$9.8M Sell
56,307
-267
-0.5% -$44.1K 7.04% 7
2023
Q1 		$9.23M Sell
56,574
-248
-0.4% -$38K 6.96% 7
2022
Q4 		$8.91M Buy
56,822
+1,764
+3% +$284K 7.22% 6
2022
Q3 		$8.82M Sell
55,058
-4,778
-8% -$789K 7.69% 7
2022
Q2 		$9.15M Sell
59,836
-1,246
-2% -$195K 7.14% 6
2022
Q1 		$9.7M Buy
61,082
+832
+1% +$126K 5.67% 10
2021
Q4 		$10.1M Buy
60,250
+1,227
+2% +$197K 5.36% 11
2021
Q3 		$8.82M Buy
59,023
+514
+0.9% +$76.9K 4.82% 11
2021
Q2 		$8.2M Buy
58,509
+240
+0.4% +$33.2K 4.55% 13
2021
Q1 		$7.52M Buy
58,269
+90
+0.2% +$10.5K 4.57% 13
2020
Q4 		$6.86M Sell
58,179
-646
-1% -$75.3K 4.43% 13
2020
Q3 		$6.66M Buy
58,825
+16,000
+37% +$1.77M 4.95% 12
2020
Q2 		$4.54M Buy
42,825
+12,021
+39% +$1.21M 3.91% 14
2020
Q1 		$2.85M Buy
30,804
+328
+1% +$37.6K 3.12% 18
2019
Q4 		$3.47M Buy
30,476
+7,241
+31% +$818K 3.02% 17
2019
Q3 		$2.67M Buy
+23,235
New +$2.71M 2.5% 18

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TLW Wealth Management's WM Position: Q3 2026 in Review

TLW Wealth Management increased its Waste Management (WM) stake by 1.8% in Q3 2026, buying an estimated $212K and bringing the position to 53,907 shares worth $11M. The position accounts for 6.05% of the portfolio, ranked #8.

TLW Wealth Management first reported a position in WM in Q3 2019 and has held it in 29 quarters since. The position peaked at $13.7M in Q1 2025. 988 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • TLW Wealth Management held 53,907 shares of Waste Management worth $11M as of Q3 2026.
  • TLW Wealth Management bought 948 Waste Management shares in Q3 2026, an estimated $212K.
  • Waste Management made up 6.05% of TLW Wealth Management's portfolio in Q3 2026, its #8 holding.
  • TLW Wealth Management first reported a position in Waste Management in Q3 2019 and has held it in 29 quarters since.
  • TLW Wealth Management's Waste Management position peaked at $13.7M in Q1 2025.
  • 988 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on TLW Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.