American Capital Advisory’s Waste Management WM Stock Holding History

American Capital Advisory’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 Q3	$14.7K	Sell	72 -9	-11%	-$2.02K	0.01%	335
2026 Q2	$18K	Buy	81 +3	+4%	+$667	0.01%	311
2026 Q1	$18K	Buy	78 +7	+10%	+$1.61K	0.01%	302
2025 Q4	$15.6K	Buy	71 +3	+4%	+$639	0.01%	301
2025 Q3	$15K	Sell	68 -3	-4%	-$676	0.01%	287
2025 Q2	$16.2K	Buy	71 +5	+8%	+$1.16K	0.01%	272
2025 Q1	$15.4K	Buy	66 +4	+6%	+$886	0.01%	275
2024 Q4	$12.6K	Hold	62	–	–	0.01%	281
2024 Q3	$12.9K	Sell	62 -4	-6%	-$835	0.01%	277
2024 Q2	$11.8K	Buy	66 +48	+267%	+$10K	0.01%	245
2024 Q1	$2.94K	Sell	18 -48	-73%	-$9.43K	﹤0.01%	344
2023 Q4	$11.8K	Buy	+66	New	+$11.1K	0.01%	245

Other funds holding WM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

American Capital Advisory's WM Position: Q3 2026 in Review

American Capital Advisory reduced its Waste Management (WM) stake by 11% in Q3 2026, selling an estimated $2.02K and leaving 72 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #335.

American Capital Advisory first reported a position in WM in Q4 2023 and has held it in 12 quarters since. The position peaked at $18K in Q1 2026. 1,816 funds tracked by Wall St. Rank hold WM as of Q3 2026.

American Capital Advisory held 72 shares of Waste Management worth $14.7K as of Q3 2026.
American Capital Advisory sold 9 Waste Management shares in Q3 2026, an estimated $2.02K.
Waste Management made up 0.01% of American Capital Advisory's portfolio in Q3 2026, its #335 holding.
American Capital Advisory first reported a position in Waste Management in Q4 2023 and has held it in 12 quarters since.
American Capital Advisory's Waste Management position peaked at $18K in Q1 2026.
1,816 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on American Capital Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.