Winthrop Advisory Group
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Winthrop Advisory Group’s Waste Management WM Stock Holding History

Winthrop Advisory Group’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 		$267K Sell
1,309
-50
-4% -$11.2K 0.02% 186
2026
Q2 		$303K Sell
1,359
-99
-7% -$22K 0.02% 171
2026
Q1 		$335K Sell
1,458
-20
-1% -$4.6K 0.03% 134
2025
Q4 		$319K Sell
1,478
-259
-15% -$55.2K 0.03% 134
2025
Q3 		$384K Buy
1,737
+264
+18% +$59.5K 0.03% 116
2025
Q2 		$337K Buy
1,473
+400
+37% +$92.8K 0.03% 127
2025
Q1 		$248K Sell
1,073
-600
-36% -$133K 0.03% 132
2024
Q4 		$338K Buy
1,673
+403
+32% +$86.6K 0.04% 112
2024
Q3 		$264K Buy
1,270
+2
+0.2% +$417 0.03% 120
2024
Q2 		$270K Sell
1,268
-7
-0.5% -$1.46K 0.04% 119
2024
Q1 		$272K Sell
1,275
-20
-2% -$3.93K 0.04% 124
2023
Q4 		$232K Buy
+1,295
New +$217K 0.04% 125
2023
Q3 		– Sell
-1,286
Closed -$223K – 134
2023
Q2 		$223K Sell
1,286
-66
-5% -$10.9K 0.04% 117
2023
Q1 		$221K Sell
1,352
-96
-7% -$14.7K 0.04% 113
2022
Q4 		$227K Buy
1,448
+3
+0.2% +$483 0.04% 112
2022
Q3 		$232K Buy
1,445
+3
+0.2% +$495 0.05% 97
2022
Q2 		$221K Buy
1,442
+3
+0.2% +$470 0.05% 106
2022
Q1 		$228K Buy
1,439
+36
+3% +$5.46K 0.05% 123
2021
Q4 		$234K Buy
1,403
+3
+0.2% +$482 0.05% 125
2021
Q3 		$209K Buy
+1,400
New +$210K 0.05% 132

Other funds holding WM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Winthrop Advisory Group's WM Position: Q3 2026 in Review

Winthrop Advisory Group reduced its Waste Management (WM) stake by 3.7% in Q3 2026, selling an estimated $11.2K and leaving 1,309 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #186.

Winthrop Advisory Group first reported a position in WM in Q3 2021 and has held it in 20 quarters since. The position peaked at $384K in Q3 2025. 1,363 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Winthrop Advisory Group held 1,309 shares of Waste Management worth $267K as of Q3 2026.
  • Winthrop Advisory Group sold 50 Waste Management shares in Q3 2026, an estimated $11.2K.
  • Waste Management made up 0.02% of Winthrop Advisory Group's portfolio in Q3 2026, its #186 holding.
  • Winthrop Advisory Group first reported a position in Waste Management in Q3 2021 and has held it in 20 quarters since.
  • Winthrop Advisory Group's Waste Management position peaked at $384K in Q3 2025.
  • 1,363 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.