Wealth Management Associates’s Waste Management WM Stock Holding History

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

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.