Whipplewood Advisors’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
$11.9K Buy
+52
New +$11.9K 0.01% 462
2025
Q3
Sell
-54
Closed -$12.4K 1163
2025
Q2
$12.4K Buy
54
+50
+1,250% +$11.6K 0.01% 529
2025
Q1
$12.5K Sell
4
-50
-93% -$11.1K 0.01% 524
2024
Q4
$10.9K Buy
+54
New +$11.6K 0.01% 546

Other funds holding WM

Whipplewood Advisors's WM Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in Waste Management (WM) in Q1 2026: 52 shares worth $11.9K. The stake represents 0.01% of the portfolio and ranks #462 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in WM as recently as Q2 2025.

Whipplewood Advisors first reported a position in WM in Q4 2024 and has held it in 4 quarters since. The position peaked at $12.5K in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Whipplewood Advisors held 52 shares of Waste Management worth $11.9K as of Q1 2026.
  • Waste Management was a new Whipplewood Advisors position in Q1 2026.
  • Waste Management made up 0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #462 holding.
  • Whipplewood Advisors first reported a position in Waste Management in Q4 2024 and has held it in 4 quarters since.
  • Whipplewood Advisors's Waste Management position peaked at $12.5K in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.