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TRUE Private Wealth Advisors’s Waste Management WM Stock Holding History

TRUE Private 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 		– Sell
-924
Closed -$203K – 291
2025
Q4 		$203K Buy
+924
New +$197K 0.02% 258
2025
Q2 		– Sell
-955
Closed -$221K – 259
2025
Q1 		$221K Sell
955
-49
-5% -$10.9K 0.03% 220
2024
Q4 		$203K Buy
1,004
+19
+2% +$4.08K 0.02% 221
2024
Q3 		$205K Sell
985
-1,513
-61% -$316K 0.02% 206
2024
Q2 		$533K Buy
2,498
+1,491
+148% +$310K 0.06% 149
2024
Q1 		$215K Buy
+1,007
New +$198K 0.02% 268
2022
Q4 		– Sell
-1,765
Closed -$282K – 238
2022
Q3 		$282K Hold
1,765
– – 0.04% 157
2022
Q2 		$270K Sell
1,765
-3
-0.2% -$470 0.04% 179
2022
Q1 		$287K Sell
1,768
-52
-3% -$7.88K 0.04% 187
2021
Q4 		$303K Buy
1,820
+251
+16% +$40.4K 0.04% 203
2021
Q3 		$234K Hold
1,569
– – 0.03% 214
2021
Q2 		$219K Sell
1,569
-311
-17% -$43K 0.03% 216
2021
Q1 		$243K Buy
1,880
+239
+15% +$27.9K 0.04% 199
2020
Q4 		$193K Hold
1,641
– – 0.03% 202
2020
Q3 		$185K Hold
1,641
– – 0.03% 190
2020
Q2 		$173K Buy
1,641
+588
+56% +$59.4K 0.03% 186
2020
Q1 		$97K Buy
1,053
+303
+40% +$34.8K 0.02% 213
2019
Q4 		$85K Buy
+750
New +$84.7K 0.01% 314
2019
Q3 		– Sell
-1,053
Closed -$121K – 719
2019
Q2 		$121K Buy
+1,053
New +$114K 0.02% 240
2018
Q4 		– Sell
-1,753
Closed -$158K – 913
2018
Q3 		$158K Buy
+1,753
New +$155K 0.02% 295

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

TRUE Private Wealth Advisors's WM Position: Q1 2026 in Review

TRUE Private Wealth Advisors sold out of Waste Management (WM) in Q1 2026, closing a stake of 924 shares — an estimated $203K sold.

TRUE Private Wealth Advisors first reported a position in WM in Q3 2018 and held it in 20 quarters. The position peaked at $533K in Q2 2024. 2,364 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • TRUE Private Wealth Advisors reported no remaining Waste Management position as of Q1 2026 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 924 Waste Management shares in Q1 2026, an estimated $203K.
  • TRUE Private Wealth Advisors first reported a position in Waste Management in Q3 2018 and held it in 20 quarters.
  • TRUE Private Wealth Advisors's Waste Management position peaked at $533K in Q2 2024.
  • 2,364 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.