Wealth Alliance
WM icon

Wealth Alliance’s Waste Management WM Stock Holding History

Wealth Alliance’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
Q3 		$205K Sell
1,004
-33
-3% -$7.39K 0.02% 546
2026
Q2 		$231K Sell
1,037
-1
-0.1% -$222 0.02% 520
2026
Q1 		$239K Buy
1,038
+13
+1% +$2.99K 0.02% 488
2025
Q4 		$225K Buy
1,025
+1
+0.1% +$213 0.02% 511
2025
Q3 		$226K Sell
1,024
-73
-7% -$16.4K 0.02% 499
2025
Q2 		$251K Buy
1,097
+41
+4% +$9.5K 0.03% 463
2025
Q1 		$244K Buy
1,056
+12
+1% +$2.66K 0.03% 445
2024
Q4 		$211K Sell
1,044
-1
-0.1% -$215 0.03% 468
2024
Q3 		$217K Sell
1,045
-63
-6% -$13.1K 0.03% 488
2024
Q2 		$236K Sell
1,108
-468
-30% -$97.3K 0.03% 446
2024
Q1 		$336K Sell
1,576
-20
-1% -$3.93K 0.04% 368
2023
Q4 		$286K Sell
1,596
-30
-2% -$5.03K 0.04% 396
2023
Q3 		$248K Sell
1,626
-11
-0.7% -$1.78K 0.04% 407
2023
Q2 		$284K Sell
1,637
-1
-0.1% -$165 0.04% 390
2023
Q1 		$267K Sell
1,638
-37
-2% -$5.67K 0.04% 397
2022
Q4 		$263K Buy
1,675
+14
+0.8% +$2.25K 0.05% 384
2022
Q3 		$266K Buy
1,661
+25
+2% +$4.13K 0.05% 351
2022
Q2 		$250K Sell
1,636
-219
-12% -$34.3K 0.05% 377
2022
Q1 		$294K Sell
1,855
-82
-4% -$12.4K 0.06% 330
2021
Q4 		$323K Sell
1,937
-53
-3% -$8.52K 0.06% 311
2021
Q3 		$298K Sell
1,990
-478
-19% -$71.5K 0.07% 316
2021
Q2 		$346K Sell
2,468
-488
-17% -$67.5K 0.08% 286
2021
Q1 		$381K Sell
2,956
-550
-16% -$64.3K 0.11% 232
2020
Q4 		$413K Sell
3,506
-176
-5% -$20.5K 0.12% 203
2020
Q3 		$417K Sell
3,682
-946
-20% -$105K 0.15% 168
2020
Q2 		$490K Sell
4,628
-1,331
-22% -$134K 0.19% 130
2020
Q1 		$552K Buy
+5,959
New +$684K 0.3% 98

Other funds holding WM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Wealth Alliance's WM Position: Q3 2026 in Review

Wealth Alliance reduced its Waste Management (WM) stake by 3.2% in Q3 2026, selling an estimated $7.39K and leaving 1,004 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #546.

Wealth Alliance first reported a position in WM in Q1 2020 and has held it in 27 quarters since. The position peaked at $552K in Q1 2020. 2,062 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Wealth Alliance held 1,004 shares of Waste Management worth $205K as of Q3 2026.
  • Wealth Alliance sold 33 Waste Management shares in Q3 2026, an estimated $7.39K.
  • Waste Management made up 0.02% of Wealth Alliance's portfolio in Q3 2026, its #546 holding.
  • Wealth Alliance first reported a position in Waste Management in Q1 2020 and has held it in 27 quarters since.
  • Wealth Alliance's Waste Management position peaked at $552K in Q1 2020.
  • 2,062 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.