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Xcel Wealth Management’s Waste Management WM Stock Holding History

Xcel 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
Q1 		– Sell
-2,764
Closed -$607K – 148
2025
Q4 		$607K Hold
2,764
– – 0.15% 87
2025
Q3 		$610K Hold
2,764
– – 0.16% 90
2025
Q2 		$632K Sell
2,764
-136
-5% -$31.5K 0.18% 84
2025
Q1 		$671K Hold
2,900
– – 0.21% 78
2024
Q4 		$585K Hold
2,900
– – 0.16% 80
2024
Q3 		$602K Hold
2,900
– – 0.18% 80
2024
Q2 		$619K Sell
2,900
-107
-4% -$22.2K 0.19% 71
2024
Q1 		$641K Hold
3,007
– – 0.2% 72
2023
Q4 		$538K Buy
3,007
+1
+0% +$168 0.19% 77
2023
Q3 		$458K Buy
3,006
+106
+4% +$17.2K 0.18% 78
2023
Q2 		$503K Hold
2,900
– – 0.16% 89
2023
Q1 		$473K Buy
2,900
+145
+5% +$22.2K 0.17% 89
2022
Q4 		$432K Sell
2,755
-600
-18% -$96.5K 0.17% 86
2022
Q3 		$538K Hold
3,355
– – 0.2% 74
2022
Q2 		$513K Sell
3,355
-13,515
-80% -$2.12M 0.19% 75
2022
Q1 		$2.67M Hold
16,870
– – 0.73% 43
2021
Q4 		$2.82M Sell
16,870
-800
-5% -$129K 0.72% 41
2021
Q3 		$2.64M Hold
17,670
– – 0.77% 40
2021
Q2 		$2.48M Sell
17,670
-50
-0.3% -$6.91K 0.75% 39
2021
Q1 		$2.29M Buy
17,720
+3,735
+27% +$437K 0.82% 35
2020
Q4 		$1.65M Sell
13,985
-55
-0.4% -$6.41K 0.71% 38
2020
Q3 		$1.59M Hold
14,040
– – 0.82% 36
2020
Q2 		$1.49M Buy
14,040
+3,500
+33% +$353K 0.92% 32
2020
Q1 		$975K Buy
10,540
+2,450
+30% +$281K 0.88% 33
2019
Q4 		$921K Hold
8,090
– – 0.77% 36
2019
Q3 		$930K Sell
8,090
-600
-7% -$70.1K 0.86% 33
2019
Q2 		$1M Sell
8,690
-5,250
-38% -$570K 0.98% 32
2019
Q1 		$1.45M Sell
13,940
-2,500
-15% -$244K 1.49% 21
2018
Q4 		$1.46M Buy
+16,440
New +$1.48M 1.79% 18

Other funds holding WM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Xcel Wealth Management's WM Position: Q1 2026 in Review

Xcel Wealth Management sold out of Waste Management (WM) in Q1 2026, closing a stake of 2,764 shares — an estimated $607K sold.

Xcel Wealth Management first reported a position in WM in Q4 2018 and held it in 29 quarters. The position peaked at $2.82M in Q4 2021. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Xcel Wealth Management reported no remaining Waste Management position as of Q1 2026 after selling out during the quarter.
  • Xcel Wealth Management sold 2,764 Waste Management shares in Q1 2026, an estimated $607K.
  • Xcel Wealth Management first reported a position in Waste Management in Q4 2018 and held it in 29 quarters.
  • Xcel Wealth Management's Waste Management position peaked at $2.82M in Q4 2021.
  • 2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.