3Chopt Investment Partners’s Waste Management WM Stock Holding History

3Chopt Investment Partners’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 Q2	$300K	Buy	1,344 +25	+2%	+$5.56K	0.06%	205
2026 Q1	$303K	Buy	1,319 +130	+11%	+$29.9K	0.07%	174
2025 Q4	$261K	Sell	1,189 -190	-14%	-$40.5K	0.06%	190
2025 Q3	$305K	Sell	1,379 -273	-17%	-$61.5K	0.07%	179
2025 Q2	$378K	Buy	1,652 +84	+5%	+$19.5K	0.09%	163
2025 Q1	$363K	Buy	+1,568	New	+$347K	0.1%	159
2024 Q3	–	Sell	-1,558	Closed	-$332K	–	180
2024 Q2	$332K	Buy	+1,558	New	+$324K	0.1%	150
2024 Q1	–	Sell	-1,427	Closed	-$256K	–	163
2023 Q4	$256K	Buy	+1,427	New	+$239K	0.09%	152
2023 Q1	–	Sell	-1,033	Closed	-$162K	–	259
2022 Q4	$162K	Buy	+1,033	New	+$166K	0.09%	140

Other funds holding WM

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

3Chopt Investment Partners's WM Position: Q2 2026 in Review

3Chopt Investment Partners increased its Waste Management (WM) stake by 1.9% in Q2 2026, buying an estimated $5.56K and bringing the position to 1,344 shares worth $300K. The position accounts for 0.06% of the portfolio, ranked #205.

3Chopt Investment Partners first reported a position in WM in Q4 2022 and has held it in 9 quarters since. The position peaked at $378K in Q2 2025. 1,094 funds tracked by Wall St. Rank hold WM as of Q2 2026.

3Chopt Investment Partners held 1,344 shares of Waste Management worth $300K as of Q2 2026.
3Chopt Investment Partners bought 25 Waste Management shares in Q2 2026, an estimated $5.56K.
Waste Management made up 0.06% of 3Chopt Investment Partners's portfolio in Q2 2026, its #205 holding.
3Chopt Investment Partners first reported a position in Waste Management in Q4 2022 and has held it in 9 quarters since.
3Chopt Investment Partners's Waste Management position peaked at $378K in Q2 2025.
1,094 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.