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Cornerstone Wealth Group, LLC

SEC CIK
0001774879
Latest filing
Jul 27, 2026

WM holding history

Waste Management Inc in every 13F filed by Cornerstone Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WM overviewAll 13F holders of WMFull Q2 2026 holdings

Shares (Q2 2026)
1,548
Value
$345.0K
% of portfolio
<0.1%
Quarters held
7
Since Q2 2024
Holdings of WM by Cornerstone Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,548$345.0K<0.1%+89+6.1%AddedHolders
Q1 20261,459$325.9K<0.1%+322+28.3%AddedHolders
Q4 20251,137$249.8K<0.1%+199+21.2%AddedHolders
Q3 2025938$207.2K<0.1%−58−5.8%ReducedHolders
Q2 2025996$228.0K<0.1%+38+4.0%AddedHolders
Q1 2025958$221.8K<0.1%+958NewHolders
Q3 20240$00.0%−1,037−100.0%Sold outHolders
Q2 20241,037$221.3K<0.1%+1,037NewHolders