Apella Capital
WM icon

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
Q3 		$1.08M Buy
5,159
+359
+7% +$80.4K 0.01% 388
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Apella Capital's WM Position: Q3 2026 in Review

Apella Capital increased its Waste Management (WM) stake by 7.5% in Q3 2026, buying an estimated $80.4K and bringing the position to 5,159 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #388.

Apella Capital first reported a position in WM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.14M in Q2 2026. 2,062 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Apella Capital held 5,159 shares of Waste Management worth $1.08M as of Q3 2026.
  • Apella Capital bought 359 Waste Management shares in Q3 2026, an estimated $80.4K.
  • Waste Management made up 0.01% of Apella Capital's portfolio in Q3 2026, its #388 holding.
  • Apella Capital first reported a position in Waste Management in Q4 2021 and has held it in 19 quarters since.
  • Apella Capital's Waste Management position peaked at $1.14M in Q2 2026.
  • 2,062 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.