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55 North Private Wealth’s Waste Management WM Stock Holding History

55 North Private Wealth’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 		$218K Buy
+980
New +$218K 0.04% 263
2026
Q1 		– Sell
-1,465
Closed -$322K – 228
2025
Q4 		$322K Buy
+1,465
New +$312K 0.08% 123

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

55 North Private Wealth's WM Position: Q2 2026 in Review

55 North Private Wealth opened a new position in Waste Management (WM) in Q2 2026: 980 shares worth $218K. The stake represents 0.04% of the portfolio and ranks #263 among its holdings. This is a return to the name: 55 North Private Wealth previously reported a position in WM as recently as Q4 2025.

55 North Private Wealth first reported a position in WM in Q4 2025 and has held it in 2 quarters since. The position peaked at $322K in Q4 2025. 2,347 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • 55 North Private Wealth held 980 shares of Waste Management worth $218K as of Q2 2026.
  • Waste Management was a new 55 North Private Wealth position in Q2 2026.
  • Waste Management made up 0.04% of 55 North Private Wealth's portfolio in Q2 2026, its #263 holding.
  • 55 North Private Wealth first reported a position in Waste Management in Q4 2025 and has held it in 2 quarters since.
  • 55 North Private Wealth's Waste Management position peaked at $322K in Q4 2025.
  • 2,347 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.