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Apella Capital’s Waste Management WM Stock Holding History

Apella Capital’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 		$1.14M Buy
4,800
+14
+0.3% +$3.11K 0.02% 348
2026
Q1 		$1.07M Buy
4,786
+1,587
+50% +$365K 0.02% 349
2025
Q4 		$703K Buy
3,199
+66
+2% +$14.1K 0.01% 308
2025
Q3 		$668K Buy
3,133
+126
+4% +$28.4K 0.01% 293
2025
Q2 		$682K Buy
3,007
+126
+4% +$29.2K 0.02% 260
2025
Q1 		$647K Buy
2,881
+55
+2% +$12.2K 0.02% 233
2024
Q4 		$570K Buy
2,826
+136
+5% +$29.2K 0.02% 216
2024
Q3 		$558K Buy
2,690
+1
+0% +$209 0.02% 207
2024
Q2 		$565K Hold
2,689
– – 0.03% 193
2024
Q1 		$555K Buy
2,689
+1
+0% +$197 0.03% 183
2023
Q4 		$481K Sell
2,688
-89
-3% -$14.9K 0.03% 187
2023
Q3 		$423K Buy
2,777
+9
+0.3% +$1.46K 0.03% 180
2023
Q2 		$480K Buy
+2,768
New +$458K 0.03% 174
2022
Q4 		$422K Buy
2,691
+31
+1% +$4.99K 0.04% 163
2022
Q3 		$426K Hold
2,660
– – 0.05% 146
2022
Q2 		$407K Buy
2,660
+660
+33% +$103K 0.05% 155
2022
Q1 		$317K Hold
2,000
– – 0.04% 164
2021
Q4 		$334K Buy
+2,000
New +$322K 0.04% 156

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Apella Capital's WM Position: Q2 2026 in Review

Apella Capital increased its Waste Management (WM) stake by 0.29% in Q2 2026, buying an estimated $3.11K and bringing the position to 4,800 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #348.

Apella Capital first reported a position in WM in Q4 2021 and has held it in 18 quarters since. 1,094 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Apella Capital held 4,800 shares of Waste Management worth $1.14M as of Q2 2026.
  • Apella Capital bought 14 Waste Management shares in Q2 2026, an estimated $3.11K.
  • Waste Management made up 0.02% of Apella Capital's portfolio in Q2 2026, its #348 holding.
  • Apella Capital first reported a position in Waste Management in Q4 2021 and has held it in 18 quarters since.
  • 1,094 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.