WMA
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Wealth Management Associates’s Waste Management WM Stock Holding History

Wealth Management Associates’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 Sell
1,088
-220
-17% -$50.5K 0.09% 203
2025
Q4 		$287K Sell
1,308
-55
-4% -$11.7K 0.1% 185
2025
Q3 		$301K Hold
1,363
– – 0.11% 169
2025
Q2 		$312K Hold
1,363
– – 0.12% 153
2025
Q1 		$316K Buy
1,363
+72
+6% +$15.9K 0.14% 148
2024
Q4 		$261K Buy
1,291
+54
+4% +$11.6K 0.11% 172
2024
Q3 		$257K Hold
1,237
– – 0.11% 172
2024
Q2 		$264K Hold
1,237
– – 0.12% 159
2024
Q1 		$264K Sell
1,237
-62
-5% -$12.2K 0.12% 159
2023
Q4 		$233K Sell
1,299
-99
-7% -$16.6K 0.12% 170
2023
Q3 		$213K Buy
1,398
+34
+2% +$5.5K 0.12% 171
2023
Q2 		$237K Sell
1,364
-201
-13% -$33.2K 0.13% 161
2023
Q1 		$255K Hold
1,565
– – 0.16% 151
2022
Q4 		$246K Buy
1,565
+165
+12% +$26.6K 0.16% 151
2022
Q3 		$224K Buy
1,400
+88
+7% +$14.5K 0.16% 152
2022
Q2 		$201K Sell
1,312
-150
-10% -$23.5K 0.14% 167
2022
Q1 		$232K Hold
1,462
– – 0.13% 175
2021
Q4 		$244K Hold
1,462
– – 0.13% 170
2021
Q3 		$218K Sell
1,462
-150
-9% -$22.4K 0.13% 177
2021
Q2 		$226K Sell
1,612
-62
-4% -$8.57K 0.13% 181
2021
Q1 		$216K Buy
+1,674
New +$196K 0.14% 170

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

Wealth Management Associates's WM Position: Q1 2026 in Review

Wealth Management Associates reduced its Waste Management (WM) stake by 17% in Q1 2026, selling an estimated $50.5K and leaving 1,088 shares worth $250K. The position accounts for 0.09% of the portfolio, ranked #203.

Wealth Management Associates first reported a position in WM in Q1 2021 and has held it in 21 quarters since. The position peaked at $316K in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Wealth Management Associates held 1,088 shares of Waste Management worth $250K as of Q1 2026.
  • Wealth Management Associates sold 220 Waste Management shares in Q1 2026, an estimated $50.5K.
  • Waste Management made up 0.09% of Wealth Management Associates's portfolio in Q1 2026, its #203 holding.
  • Wealth Management Associates first reported a position in Waste Management in Q1 2021 and has held it in 21 quarters since.
  • Wealth Management Associates's Waste Management position peaked at $316K in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.