Bank Julius Baer & Co
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Bank Julius Baer & Co’s Waste Management WM Stock Holding History

Bank Julius Baer & Co’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 		$10.8M Sell
48,356
-493,477
-91% -$110M 0.03% 201
2026
Q1 		$124M Buy
541,833
+26,055
+5% +$5.99M 0.38% 63
2025
Q4 		$113M Sell
515,778
-4,013
-0.8% -$855K 0.31% 79
2025
Q3 		$115M Buy
519,791
+24,588
+5% +$5.54M 0.32% 75
2025
Q2 		$113M Buy
495,203
+33,649
+7% +$7.81M 0.34% 78
2025
Q1 		$107M Buy
461,554
+17,519
+4% +$3.88M 0.35% 77
2024
Q4 		$95.3M Buy
444,035
+36,348
+9% +$7.81M 0.29% 82
2024
Q3 		$95.9M Buy
407,687
+320,977
+370% +$67M 0.32% 73
2024
Q2 		$18.1M Sell
86,710
-385,044
-82% -$80M 0.07% 124
2024
Q1 		$99.3M Buy
471,754
+29,954
+7% +$5.89M 0.38% 70
2023
Q4 		$79.1M Sell
441,800
-34,949
-7% -$5.86M 0.33% 75
2023
Q3 		$72.7M Buy
476,749
+11,598
+2% +$1.88M 0.42% 63
2023
Q2 		$80.7M Sell
465,151
-2,226
-0.5% -$368K 0.48% 54
2023
Q1 		$76.3M Buy
467,377
+133,817
+40% +$20.5M 0.48% 57
2022
Q4 		$52.3M Buy
333,560
+17,249
+5% +$2.78M 0.36% 68
2022
Q3 		$50.7M Buy
316,311
+250,146
+378% +$41.3M 0.39% 66
2022
Q2 		$10.1M Buy
66,165
+64,894
+5,106% +$10.2M 0.07% 136
2022
Q1 		$201K Buy
1,271
+1,150
+950% +$174K ﹤0.01% 414
2021
Q4 		$20K Buy
121
+70
+137% +$11.3K ﹤0.01% 738
2021
Q3 		$8K Sell
51
-470
-90% -$70.3K ﹤0.01% 783
2021
Q2 		$73K Buy
521
+71
+16% +$9.81K ﹤0.01% 658
2021
Q1 		$58K Buy
450
+51
+13% +$5.96K ﹤0.01% 659
2020
Q4 		$47K Sell
399
-1
-0.3% -$117 ﹤0.01% 691
2020
Q3 		$45K Hold
400
– – ﹤0.01% 610
2020
Q2 		$42K Sell
400
-551
-58% -$55.6K ﹤0.01% 579
2020
Q1 		$88K Buy
+951
New +$109K ﹤0.01% 498

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Bank Julius Baer & Co's WM Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its Waste Management (WM) stake by 91% in Q2 2026, selling an estimated $110M and leaving 48,356 shares worth $10.8M. The position accounts for 0.03% of the portfolio, ranked #201.

Bank Julius Baer & Co first reported a position in WM in Q1 2020 and has held it in 26 quarters since. The position peaked at $124M in Q1 2026. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Bank Julius Baer & Co held 48,356 shares of Waste Management worth $10.8M as of Q2 2026.
  • Bank Julius Baer & Co sold 493,477 Waste Management shares in Q2 2026, an estimated $110M.
  • Waste Management made up 0.03% of Bank Julius Baer & Co's portfolio in Q2 2026, its #201 holding.
  • Bank Julius Baer & Co first reported a position in Waste Management in Q1 2020 and has held it in 26 quarters since.
  • Bank Julius Baer & Co's Waste Management position peaked at $124M in Q1 2026.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.