ViaWealth’s Waste Management WM Stock Holding History

ViaWealth’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	$402K	Buy	1,748 +13	+0.7%	+$2.99K	0.22%	117
2025 Q4	$381K	Sell	1,735 -185	-10%	-$39.4K	0.21%	111
2025 Q3	$424K	Sell	1,920 -241	-11%	-$54.3K	0.23%	111
2025 Q2	$494K	Sell	2,161 -104	-5%	-$24.1K	0.29%	98
2025 Q1	$524K	Hold	2,265	–	–	0.32%	94
2024 Q4	$457K	Sell	2,265 -175	-7%	-$37.6K	0.28%	106
2024 Q3	$507K	Hold	2,440	–	–	0.3%	105
2024 Q2	$521K	Hold	2,440	–	–	0.32%	96
2024 Q1	$520K	Hold	2,440	–	–	0.33%	96
2023 Q4	$437K	Hold	2,440	–	–	0.3%	106
2023 Q3	$372K	Hold	2,440	–	–	0.27%	118
2023 Q2	$423K	Hold	2,440	–	–	0.32%	105
2023 Q1	$398K	Hold	2,440	–	–	0.32%	108
2022 Q4	$386K	Buy	+2,440	New	+$393K	0.32%	114

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

ViaWealth's WM Position: Q1 2026 in Review

ViaWealth increased its Waste Management (WM) stake by 0.75% in Q1 2026, buying an estimated $2.99K and bringing the position to 1,748 shares worth $402K. The position accounts for 0.22% of the portfolio, ranked #117.

ViaWealth first reported a position in WM in Q4 2022 and has held it in 14 quarters since. The position peaked at $524K in Q1 2025. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

ViaWealth held 1,748 shares of Waste Management worth $402K as of Q1 2026.
ViaWealth bought 13 Waste Management shares in Q1 2026, an estimated $2.99K.
Waste Management made up 0.22% of ViaWealth's portfolio in Q1 2026, its #117 holding.
ViaWealth first reported a position in Waste Management in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Waste Management position peaked at $524K in Q1 2025.
2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.