UP Strategic Wealth Investment Advisors’s Waste Management WM Stock Holding History

UP Strategic Wealth Investment 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	$252K	Hold	1,139	–	–	0.16%	80
2025 Q4	$258K	Sell	1,139 -311	-21%	-$66.3K	0.19%	74
2025 Q3	$310K	Buy	1,450 +43	+3%	+$9.69K	0.23%	62
2025 Q2	$322K	Sell	1,407 -54	-4%	-$12.5K	0.25%	59
2025 Q1	$338K	Buy	1,461 +43	+3%	+$9.52K	0.3%	55
2024 Q4	$286K	Buy	1,418 +190	+15%	+$40.8K	0.29%	59
2024 Q3	$255K	Buy	1,228 +99	+9%	+$20.7K	0.29%	64
2024 Q2	$241K	Hold	1,129	–	–	0.36%	51
2024 Q1	$241K	Hold	1,129	–	–	0.39%	50
2023 Q4	$202K	Buy	+1,129	New	+$189K	0.37%	54

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

UP Strategic Wealth Investment Advisors's WM Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors held its Waste Management (WM) position steady in Q1 2026 at 1,139 shares worth $252K. The position accounts for 0.16% of the portfolio, ranked #80.

UP Strategic Wealth Investment Advisors first reported a position in WM in Q4 2023 and has held it in 10 quarters since. The position peaked at $338K in Q1 2025. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

UP Strategic Wealth Investment Advisors held 1,139 shares of Waste Management worth $252K as of Q1 2026.
UP Strategic Wealth Investment Advisors left its Waste Management share count unchanged in Q1 2026.
Waste Management made up 0.16% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #80 holding.
UP Strategic Wealth Investment Advisors first reported a position in Waste Management in Q4 2023 and has held it in 10 quarters since.
UP Strategic Wealth Investment Advisors's Waste Management position peaked at $338K in Q1 2025.
2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.