AIA
WM icon

AssuredPartners Investment Advisors’s Waste Management WM Stock Holding History

AssuredPartners Investment Advisors’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
Q1 		$1.78M Buy
7,602
+5,856
+335% +$1.35M 0.19% 123
2025
Q4 		$384K Buy
1,746
+553
+46% +$118K 0.06% 245
2025
Q3 		$263K Buy
+1,193
New +$269K 0.06% 222
2025
Q2 		– Sell
-1,467
Closed -$340K – 334
2025
Q1 		$340K Sell
1,467
-240
-14% -$53.2K 0.07% 253
2024
Q4 		$344K Buy
+1,707
New +$367K 0.07% 258

Other funds holding WM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

AssuredPartners Investment Advisors's WM Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Waste Management (WM) stake by 335% in Q1 2026, buying an estimated $1.35M and bringing the position to 7,602 shares worth $1.78M. The position accounts for 0.19% of the portfolio, ranked #123.

AssuredPartners Investment Advisors first reported a position in WM in Q4 2024 and has held it in 5 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • AssuredPartners Investment Advisors held 7,602 shares of Waste Management worth $1.78M as of Q1 2026.
  • AssuredPartners Investment Advisors bought 5,856 Waste Management shares in Q1 2026, an estimated $1.35M.
  • Waste Management made up 0.19% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #123 holding.
  • AssuredPartners Investment Advisors first reported a position in Waste Management in Q4 2024 and has held it in 5 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.