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James T. Borello RIA’s Waste Management WM Stock Holding History

James T. Borello RIA’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 		$5.51K Sell
27
-69
-72% -$15.5K ﹤0.01% 755
2026
Q2 		$21.4K Buy
96
+13
+16% +$2.89K ﹤0.01% 398
2026
Q1 		$19.1K Buy
83
+31
+60% +$7.12K ﹤0.01% 386
2025
Q4 		$11.4K Buy
52
+5
+11% +$1.07K ﹤0.01% 382
2025
Q3 		$10.4K Buy
+47
New +$10.6K ﹤0.01% 306

Other funds holding WM

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
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Park National Corp
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
Moody Lynn & Lieberson
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

James T. Borello RIA's WM Position: Q3 2026 in Review

James T. Borello RIA reduced its Waste Management (WM) stake by 72% in Q3 2026, selling an estimated $15.5K and leaving 27 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

James T. Borello RIA first reported a position in WM in Q3 2025 and has held it in 5 quarters since. The position peaked at $21.4K in Q2 2026. 384 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • James T. Borello RIA held 27 shares of Waste Management worth $5.51K as of Q3 2026.
  • James T. Borello RIA sold 69 Waste Management shares in Q3 2026, an estimated $15.5K.
  • Waste Management made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #755 holding.
  • James T. Borello RIA first reported a position in Waste Management in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Waste Management position peaked at $21.4K in Q2 2026.
  • 384 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.