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American Institute for Advanced Investment Management’s Waste Management WM Stock Holding History

American Institute for Advanced 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 		$264K Sell
1,185
-895
-43% -$199K 0.15% 141
2026
Q1 		$478K Sell
2,080
-125
-6% -$28.7K 0.31% 88
2025
Q4 		$485K Hold
2,205
– – 0.31% 84
2025
Q3 		$487K Sell
2,205
-45
-2% -$10.1K 0.32% 83
2025
Q2 		$515K Buy
2,250
+125
+6% +$29K 0.36% 73
2025
Q1 		$492K Buy
2,125
+165
+8% +$36.5K 0.38% 74
2024
Q4 		$396K Sell
1,960
-180
-8% -$38.7K 0.29% 84
2024
Q3 		$444K Sell
2,140
-5
-0.2% -$1.04K 0.32% 85
2024
Q2 		$458K Buy
2,145
+105
+5% +$21.8K 0.35% 73
2024
Q1 		$435K Buy
2,040
+375
+23% +$73.7K 0.34% 79
2023
Q4 		$298K Sell
1,665
-152
-8% -$25.5K 0.26% 93
2023
Q3 		$284K Buy
1,817
+17
+0.9% +$2.75K 0.26% 92
2023
Q2 		$312K Buy
+1,800
New +$298K 0.27% 90
2023
Q1 		– Sell
-1,800
Closed -$282K – 114
2022
Q4 		$282K Buy
1,800
+200
+13% +$32.2K 0.26% 89
2022
Q3 		$256K Hold
1,600
– – 0.24% 88
2022
Q2 		$245K Sell
1,600
-125
-7% -$19.6K 0.21% 95
2022
Q1 		$273K Hold
1,725
– – 0.2% 99
2021
Q4 		$288K Sell
1,725
-50
-3% -$8.04K 0.19% 99
2021
Q3 		$265K Hold
1,775
– – 0.19% 104
2021
Q2 		$249K Hold
1,775
– – 0.18% 106
2021
Q1 		$229K Hold
1,775
– – 0.17% 103
2020
Q4 		$209K Hold
1,775
– – 0.17% 99
2020
Q3 		$201K Sell
1,775
-310
-15% -$34.3K 0.18% 95
2020
Q2 		$221K Buy
+2,085
New +$211K 0.21% 87

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

American Institute for Advanced Investment Management's WM Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its Waste Management (WM) stake by 43% in Q2 2026, selling an estimated $199K and leaving 1,185 shares worth $264K. The position accounts for 0.15% of the portfolio, ranked #141.

American Institute for Advanced Investment Management first reported a position in WM in Q2 2020 and has held it in 24 quarters since. The position peaked at $515K in Q2 2025. 1,479 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • American Institute for Advanced Investment Management held 1,185 shares of Waste Management worth $264K as of Q2 2026.
  • American Institute for Advanced Investment Management sold 895 Waste Management shares in Q2 2026, an estimated $199K.
  • Waste Management made up 0.15% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #141 holding.
  • American Institute for Advanced Investment Management first reported a position in Waste Management in Q2 2020 and has held it in 24 quarters since.
  • American Institute for Advanced Investment Management's Waste Management position peaked at $515K in Q2 2025.
  • 1,479 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.