TWM
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Tradition Wealth Management’s Waste Management WM Stock Holding History

Tradition 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
Q1 		$465K Sell
2,022
-91
-4% -$20.9K 0.03% 302
2025
Q4 		$464K Sell
2,113
-35
-2% -$7.46K 0.03% 301
2025
Q3 		$474K Sell
2,148
-20
-0.9% -$4.5K 0.04% 300
2025
Q2 		$496K Buy
2,168
+1
+0% +$232 0.04% 269
2025
Q1 		$502K Sell
2,167
-6
-0.3% -$1.33K 0.04% 250
2024
Q4 		$438K Sell
2,173
-568
-21% -$122K 0.04% 271
2024
Q3 		$569K Sell
2,741
-26
-0.9% -$5.42K 0.05% 227
2024
Q2 		$590K Sell
2,767
-96
-3% -$20K 0.06% 212
2024
Q1 		$610K Sell
2,863
-101
-3% -$19.8K 0.06% 191
2023
Q4 		$531K Hold
2,964
– – 0.06% 181
2023
Q3 		$452K Sell
2,964
-318
-10% -$51.5K 0.05% 194
2023
Q2 		$569K Buy
3,282
+171
+5% +$28.3K 0.07% 165
2023
Q1 		$508K Buy
3,111
+1,918
+161% +$294K 0.06% 169
2022
Q4 		$187K Buy
1,193
+4
+0.3% +$644 0.03% 272
2022
Q3 		$191K Sell
1,189
-48
-4% -$7.92K 0.03% 262
2022
Q2 		$189K Buy
1,237
+3
+0.2% +$470 0.03% 268
2022
Q1 		$196K Hold
1,234
– – 0.03% 296
2021
Q4 		$206K Buy
1,234
+1
+0.1% +$161 0.03% 300
2021
Q3 		$184K Sell
1,233
-1
-0.1% -$150 0.03% 288
2021
Q2 		$173K Hold
1,234
– – 0.03% 305
2021
Q1 		$159K Sell
1,234
-206
-14% -$24.1K 0.03% 272
2020
Q4 		$170K Buy
+1,440
New +$168K 0.03% 246

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 $37.4B AUM 35.42% 1-Year Est. Return

Tradition Wealth Management's WM Position: Q1 2026 in Review

Tradition Wealth Management reduced its Waste Management (WM) stake by 4.3% in Q1 2026, selling an estimated $20.9K and leaving 2,022 shares worth $465K. The position accounts for 0.03% of the portfolio, ranked #302.

Tradition Wealth Management first reported a position in WM in Q4 2020 and has held it in 22 quarters since. The position peaked at $610K in Q1 2024. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Tradition Wealth Management held 2,022 shares of Waste Management worth $465K as of Q1 2026.
  • Tradition Wealth Management sold 91 Waste Management shares in Q1 2026, an estimated $20.9K.
  • Waste Management made up 0.03% of Tradition Wealth Management's portfolio in Q1 2026, its #302 holding.
  • Tradition Wealth Management first reported a position in Waste Management in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Waste Management position peaked at $610K in Q1 2024.
  • 2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.