Advisors Asset Management’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$12.1M Sell
52,697
-906
-2% -$208K 0.2% 105
2025
Q4
$11.8M Buy
53,603
+5,783
+12% +$1.23M 0.2% 103
2025
Q3
$10.6M Buy
47,820
+6,921
+17% +$1.56M 0.18% 124
2025
Q2
$9.36M Buy
40,899
+1,696
+4% +$393K 0.17% 133
2025
Q1
$9.08M Buy
39,203
+2,467
+7% +$546K 0.17% 137
2024
Q4
$7.41M Buy
36,736
+3,069
+9% +$659K 0.14% 168
2024
Q3
$6.99M Buy
33,667
+4,015
+14% +$838K 0.13% 192
2024
Q2
$6.33M Buy
29,652
+6,643
+29% +$1.38M 0.12% 202
2024
Q1
$4.9M Buy
23,009
+2,367
+11% +$465K 0.09% 271
2023
Q4
$3.7M Buy
20,642
+444
+2% +$74.4K 0.08% 331
2023
Q3
$3.08M Buy
20,198
+1,772
+10% +$287K 0.07% 370
2023
Q2
$3.2M Buy
18,426
+1,436
+8% +$237K 0.07% 369
2023
Q1
$2.77M Buy
16,990
+307
+2% +$47K 0.06% 411
2022
Q4
$2.62M Buy
16,683
+369
+2% +$59.4K 0.05% 423
2022
Q3
$2.61M Sell
16,314
-1,202
-7% -$198K 0.06% 412
2022
Q2
$2.68M Sell
17,516
-638
-4% -$99.9K 0.05% 408
2022
Q1
$2.88M Sell
18,154
-1,962
-10% -$297K 0.04% 456
2021
Q4
$3.36M Buy
20,116
+3,599
+22% +$579K 0.05% 431
2021
Q3
$2.47M Sell
16,517
-2,782
-14% -$416K 0.04% 528
2021
Q2
$2.7M Buy
19,299
+439
+2% +$60.7K 0.04% 494
2021
Q1
$2.43M Buy
18,860
+602
+3% +$70.4K 0.04% 522
2020
Q4
$2.15M Sell
18,258
-1,567
-8% -$183K 0.04% 517
2020
Q3
$2.24M Sell
19,825
-2,331
-11% -$258K 0.04% 422
2020
Q2
$2.35M Buy
22,156
+1,821
+9% +$184K 0.05% 401
2020
Q1
$1.88M Sell
20,335
-11,254
-36% -$1.29M 0.04% 423
2019
Q4
$3.6M Buy
31,589
+776
+3% +$87.6K 0.06% 337
2019
Q3
$3.54M Buy
30,813
+1,294
+4% +$151K 0.07% 341
2019
Q2
$3.41M Buy
29,519
+774
+3% +$84K 0.06% 367
2019
Q1
$2.99M Buy
28,745
+2,582
+10% +$252K 0.05% 399
2018
Q4
$2.33M Buy
26,163
+12,022
+85% +$1.08M 0.05% 450
2018
Q3
$1.28M Buy
14,141
+3,225
+30% +$286K 0.02% 753
2018
Q2
$888K Sell
10,916
-536
-5% -$44.4K 0.02% 879
2018
Q1
$989K Sell
11,452
-1,270
-10% -$109K 0.02% 842
2017
Q4
$1.1M Sell
12,722
-7,068
-36% -$575K 0.02% 810
2017
Q3
$1.55M Buy
19,790
+1,889
+11% +$144K 0.03% 693
2017
Q2
$1.31M Sell
17,901
-7,129
-28% -$519K 0.02% 780
2017
Q1
$1.82M Sell
25,030
-415
-2% -$29.6K 0.03% 664
2016
Q4
$1.8M Buy
25,445
+12,692
+100% +$849K 0.03% 676
2016
Q3
$813K Buy
12,753
+1,453
+13% +$95K 0.01% 937
2016
Q2
$749K Sell
11,300
-13,948
-55% -$843K 0.01% 960
2016
Q1
$1.49M Sell
25,248
-11,457
-31% -$632K 0.02% 734
2015
Q4
$1.96M Sell
36,705
-22,349
-38% -$1.19M 0.03% 659
2015
Q3
$2.94M Sell
59,054
-19,160
-24% -$955K 0.05% 519
2015
Q2
$3.63M Sell
78,214
-9,930
-11% -$499K 0.05% 485
2015
Q1
$4.78M Buy
88,144
+2,771
+3% +$147K 0.06% 387
2014
Q4
$4.38M Sell
85,373
-13,648
-14% -$665K 0.06% 380
2014
Q3
$4.71M Buy
99,021
+13,252
+15% +$607K 0.06% 357
2014
Q2
$3.84M Sell
85,769
-6,204
-7% -$270K 0.05% 401
2014
Q1
$3.87M Sell
91,973
-136,777
-60% -$5.73M 0.06% 376
2013
Q4
$10.3M Sell
228,750
-138,827
-38% -$6.06M 0.17% 172
2013
Q3
$15.2M Sell
367,577
-22,987
-6% -$958K 0.27% 104
2013
Q2
$15.8M Buy
+390,564
New +$15.8M 0.3% 90

Other funds holding WM

Advisors Asset Management's WM Position: Q1 2026 in Review

Advisors Asset Management reduced its Waste Management (WM) stake by 1.7% in Q1 2026, selling an estimated $208K and leaving 52,697 shares worth $12.1M. The position accounts for 0.2% of the portfolio, ranked #105.

Advisors Asset Management first reported a position in WM in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.8M in Q2 2013. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Advisors Asset Management held 52,697 shares of Waste Management worth $12.1M as of Q1 2026.
  • Advisors Asset Management sold 906 Waste Management shares in Q1 2026, an estimated $208K.
  • Waste Management made up 0.2% of Advisors Asset Management's portfolio in Q1 2026, its #105 holding.
  • Advisors Asset Management first reported a position in Waste Management in Q2 2013 and has held it in 52 quarters since.
  • Advisors Asset Management's Waste Management position peaked at $15.8M in Q2 2013.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.