WT Wealth Management’s Waste Management WM Stock Holding History

WT Wealth Management’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	$2.08M	Buy	10,188 +575	+6%	+$129K	0.58%	54
2026 Q2	$2.14M	Buy	9,613 +2,665	+38%	+$593K	0.59%	53
2026 Q1	$1.6M	Buy	+6,948	New	+$1.6M	0.47%	64
2025 Q4	–	Sell	-11,224	Closed	-$2.48M	–	148
2025 Q3	$2.48M	Buy	11,224 +1,089	+11%	+$245K	0.71%	45
2025 Q2	$2.32M	Buy	10,135 +1,171	+13%	+$272K	0.69%	45
2025 Q1	$2.08M	Sell	8,964 -2,450	-21%	-$543K	0.67%	42
2024 Q4	$2.3M	Buy	11,414 +579	+5%	+$124K	0.72%	42
2024 Q3	$2.31M	Buy	10,835 +495	+5%	+$103K	0.74%	44
2024 Q2	$2.21M	Sell	10,340 -279	-3%	-$58K	0.75%	41
2024 Q1	$2.26M	Sell	10,619 -228	-2%	-$44.8K	0.81%	39
2023 Q4	$1.94M	Buy	10,847 +2,808	+35%	+$471K	0.77%	42
2023 Q3	$1.23M	Buy	8,039 +355	+5%	+$57.4K	0.53%	54
2023 Q2	$1.33M	Sell	7,684 -769	-9%	-$127K	0.55%	51
2023 Q1	$1.38M	Sell	8,453 -398	-4%	-$61K	0.6%	46
2022 Q4	$1.39M	Sell	8,851 -141	-2%	-$22.7K	0.67%	43
2022 Q3	$1.44M	Sell	8,992 -305	-3%	-$50.3K	0.73%	37
2022 Q2	$1.42M	Sell	9,297 -1,375	-13%	-$215K	0.7%	41
2022 Q1	$1.69M	Buy	10,672 +254	+2%	+$38.5K	0.65%	51
2021 Q4	$1.74M	Buy	10,418 +186	+2%	+$29.9K	0.64%	52
2021 Q3	$1.53M	Buy	10,232 +2,173	+27%	+$325K	0.59%	55
2021 Q2	$1.13M	Buy	+8,059	New	+$1.11M	0.46%	71

Other funds holding WM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

MLL

Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

WT Wealth Management's WM Position: Q3 2026 in Review

WT Wealth Management increased its Waste Management (WM) stake by 6% in Q3 2026, buying an estimated $129K and bringing the position to 10,188 shares worth $2.08M. The position accounts for 0.58% of the portfolio, ranked #54.

WT Wealth Management first reported a position in WM in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.48M in Q3 2025. 259 funds tracked by Wall St. Rank hold WM as of Q3 2026.

WT Wealth Management held 10,188 shares of Waste Management worth $2.08M as of Q3 2026.
WT Wealth Management bought 575 Waste Management shares in Q3 2026, an estimated $129K.
Waste Management made up 0.58% of WT Wealth Management's portfolio in Q3 2026, its #54 holding.
WT Wealth Management first reported a position in Waste Management in Q2 2021 and has held it in 21 quarters since.
WT Wealth Management's Waste Management position peaked at $2.48M in Q3 2025.
259 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.