Allen Investment Management’s Waste Management WM Stock Holding History

Allen Investment Management’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	$962K	Hold	4,316	–	–	0.01%	155
2026 Q1	$992K	Buy	4,316 +66	+2%	+$15.2K	0.01%	151
2025 Q4	$934K	Hold	4,250	–	–	0.01%	156
2025 Q3	$939K	Hold	4,250	–	–	0.01%	142
2025 Q2	$972K	Hold	4,250	–	–	0.01%	137
2025 Q1	$984K	Hold	4,250	–	–	0.01%	139
2024 Q4	$858K	Sell	4,250 -399	-9%	-$85.7K	0.01%	143
2024 Q3	$965K	Buy	4,649 +2,085	+81%	+$435K	0.01%	147
2024 Q2	$547K	Buy	+2,564	New	+$533K	0.01%	163

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Allen Investment Management's WM Position: Q2 2026 in Review

Allen Investment Management held its Waste Management (WM) position steady in Q2 2026 at 4,316 shares worth $962K. The position accounts for 0.01% of the portfolio, ranked #155.

Allen Investment Management first reported a position in WM in Q2 2024 and has held it in 9 quarters since. The position peaked at $992K in Q1 2026. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Allen Investment Management held 4,316 shares of Waste Management worth $962K as of Q2 2026.
Allen Investment Management left its Waste Management share count unchanged in Q2 2026.
Waste Management made up 0.01% of Allen Investment Management's portfolio in Q2 2026, its #155 holding.
Allen Investment Management first reported a position in Waste Management in Q2 2024 and has held it in 9 quarters since.
Allen Investment Management's Waste Management position peaked at $992K in Q1 2026.
2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.