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Vertex Planning Partners’s Waste Management WM Stock Holding History

Vertex Planning Partners’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 		$205K Buy
+893
New +$205K 0.04% 133
2025
Q4 		– Sell
-1,079
Closed -$238K – 206
2025
Q3 		$238K Buy
1,079
+2
+0.2% +$450 0.05% 184
2025
Q2 		$246K Buy
1,077
+8
+0.7% +$1.86K 0.05% 165
2025
Q1 		$248K Buy
1,069
+16
+2% +$3.54K 0.05% 158
2024
Q4 		$213K Buy
+1,053
New +$226K 0.05% 178

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 $34.1B AUM 20.22% 1-Year Est. Return

Vertex Planning Partners's WM Position: Q1 2026 in Review

Vertex Planning Partners opened a new position in Waste Management (WM) in Q1 2026: 893 shares worth $205K. The stake represents 0.04% of the portfolio and ranks #133 among its holdings. This is a return to the name: Vertex Planning Partners previously reported a position in WM as recently as Q3 2025.

Vertex Planning Partners first reported a position in WM in Q4 2024 and has held it in 5 quarters since. The position peaked at $248K in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Vertex Planning Partners held 893 shares of Waste Management worth $205K as of Q1 2026.
  • Waste Management was a new Vertex Planning Partners position in Q1 2026.
  • Waste Management made up 0.04% of Vertex Planning Partners's portfolio in Q1 2026, its #133 holding.
  • Vertex Planning Partners first reported a position in Waste Management in Q4 2024 and has held it in 5 quarters since.
  • Vertex Planning Partners's Waste Management position peaked at $248K in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.