U.S. Capital Wealth Advisors’s Waste Management WM Stock Holding History

U.S. Capital 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	$1.22M	Buy	5,323 +704	+15%	+$162K	0.03%	464
2025 Q4	$1.01M	Buy	4,619 +1,077	+30%	+$230K	0.03%	484
2025 Q3	$782K	Sell	3,542 -334	-9%	-$75.2K	0.02%	525
2025 Q2	$887K	Sell	3,876 -3,563	-48%	-$827K	0.03%	454
2025 Q1	$1.72M	Buy	7,439 +357	+5%	+$79.1K	0.05%	324
2024 Q4	$1.43M	Buy	7,082 +353	+5%	+$75.8K	0.04%	363
2024 Q3	$1.4M	Sell	6,729 -12	-0.2%	-$2.5K	0.05%	312
2024 Q2	$1.44M	Buy	6,741 +4	+0.1%	+$831	0.05%	298
2024 Q1	$1.44M	Buy	6,737 +201	+3%	+$39.5K	0.06%	280
2023 Q4	$1.17M	Sell	6,536 -145	-2%	-$24.3K	0.05%	314
2023 Q3	$1.02M	Sell	6,681 -79	-1%	-$12.8K	0.05%	316
2023 Q2	$1.17M	Buy	6,760 +853	+14%	+$141K	0.06%	295
2023 Q1	$964K	Buy	5,907 +334	+6%	+$51.2K	0.04%	305
2022 Q4	$874K	Buy	5,573 +745	+15%	+$120K	0.04%	354
2022 Q3	$773K	Sell	4,828 -262	-5%	-$43.2K	0.04%	374
2022 Q2	$779K	Sell	5,090 -723	-12%	-$113K	0.03%	391
2022 Q1	$921K	Buy	5,813 +498	+9%	+$75.5K	0.03%	410
2021 Q4	$887K	Hold	5,315	–	–	0.04%	418
2021 Q3	$794K	Buy	+5,315	New	+$795K	0.03%	431

Other funds holding WM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

U.S. Capital Wealth Advisors's WM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Waste Management (WM) stake by 15% in Q1 2026, buying an estimated $162K and bringing the position to 5,323 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #464.

U.S. Capital Wealth Advisors first reported a position in WM in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.72M in Q1 2025. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

U.S. Capital Wealth Advisors held 5,323 shares of Waste Management worth $1.22M as of Q1 2026.
U.S. Capital Wealth Advisors bought 704 Waste Management shares in Q1 2026, an estimated $162K.
Waste Management made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #464 holding.
U.S. Capital Wealth Advisors first reported a position in Waste Management in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Waste Management position peaked at $1.72M in Q1 2025.
2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.