Wallace Advisory Group’s Waste Management WM Stock Holding History

Wallace Advisory Group’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	$250K	Buy	1,087 +2	+0.2%	+$460	0.27%	105
2025 Q4	$238K	Buy	+1,085	New	+$231K	0.25%	112

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

Wallace Advisory Group's WM Position: Q1 2026 in Review

Wallace Advisory Group increased its Waste Management (WM) stake by 0.18% in Q1 2026, buying an estimated $460 and bringing the position to 1,087 shares worth $250K. The position accounts for 0.27% of the portfolio, ranked #105.

Wallace Advisory Group first reported a position in WM in Q4 2025 and has held it in 2 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Wallace Advisory Group held 1,087 shares of Waste Management worth $250K as of Q1 2026.
Wallace Advisory Group bought 2 Waste Management shares in Q1 2026, an estimated $460.
Waste Management made up 0.27% of Wallace Advisory Group's portfolio in Q1 2026, its #105 holding.
Wallace Advisory Group first reported a position in Waste Management in Q4 2025 and has held it in 2 quarters since.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.