Winnow Wealth’s Waste Management WM Stock Holding History

Winnow Wealth’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	–	Sell	-9	Closed	-$1.98K	–	567
2025 Q4	$1.98K	Hold	9	–	–	﹤0.01%	365
2025 Q3	$1.99K	Buy	+9	New	+$2.03K	﹤0.01%	351
2025 Q2	–	Sell	-13	Closed	-$2.84K	–	679
2025 Q1	$2.84K	Buy	13 +4	+44%	+$886	﹤0.01%	279
2024 Q4	$1.7K	Buy	+9	New	+$1.93K	﹤0.01%	284

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

Winnow Wealth's WM Position: Q1 2026 in Review

Winnow Wealth sold out of Waste Management (WM) in Q1 2026, closing a stake of 9 shares — an estimated $1.98K sold.

Winnow Wealth first reported a position in WM in Q4 2024 and held it in 4 quarters. The position peaked at $2.84K in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Winnow Wealth reported no remaining Waste Management position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 9 Waste Management shares in Q1 2026, an estimated $1.98K.
Winnow Wealth first reported a position in Waste Management in Q4 2024 and held it in 4 quarters.
Winnow Wealth's Waste Management position peaked at $2.84K in Q1 2025.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.