Barbara Oil Co’s Waste Management WM Stock Holding History

Barbara Oil 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 Q1	$1.15M	Hold	5,000	–	–	0.44%	55
2025 Q4	$1.1M	Hold	5,000	–	–	0.41%	62
2025 Q3	$1.1M	Hold	5,000	–	–	0.41%	67
2025 Q2	$1.14M	Hold	5,000	–	–	0.45%	65
2025 Q1	$1.16M	Hold	5,000	–	–	0.47%	64
2024 Q4	$1.01M	Hold	5,000	–	–	0.42%	69
2024 Q3	$1.04M	Hold	5,000	–	–	0.42%	65
2024 Q2	$1.07M	Hold	5,000	–	–	0.47%	61
2024 Q1	$1.07M	Hold	5,000	–	–	0.45%	62
2023 Q4	$896K	Hold	5,000	–	–	0.4%	68
2023 Q3	$762K	Hold	5,000	–	–	0.36%	73
2023 Q2	$867K	Hold	5,000	–	–	0.4%	70
2023 Q1	$816K	Hold	5,000	–	–	0.39%	72
2022 Q4	$784K	Hold	5,000	–	–	0.37%	65
2022 Q3	$801K	Hold	5,000	–	–	0.44%	65
2022 Q2	$765K	Hold	5,000	–	–	0.4%	69
2022 Q1	$793K	Hold	5,000	–	–	0.36%	73
2021 Q4	$835K	Hold	5,000	–	–	0.36%	71
2021 Q3	$747K	Hold	5,000	–	–	0.35%	72
2021 Q2	$701K	Hold	5,000	–	–	0.32%	74
2021 Q1	$645K	Hold	5,000	–	–	0.31%	72
2020 Q4	$590K	Hold	5,000	–	–	0.3%	74
2020 Q3	$566K	Hold	5,000	–	–	0.31%	73
2020 Q2	$530K	Hold	5,000	–	–	0.31%	76
2020 Q1	$463K	Hold	5,000	–	–	0.31%	74
2019 Q4	$570K	Buy	+5,000	New	+$565K	0.3%	79

Other funds holding WM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Barbara Oil Co's WM Position: Q1 2026 in Review

Barbara Oil Co held its Waste Management (WM) position steady in Q1 2026 at 5,000 shares worth $1.15M. The position accounts for 0.44% of the portfolio, ranked #55.

Barbara Oil Co first reported a position in WM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.16M in Q1 2025. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Barbara Oil Co held 5,000 shares of Waste Management worth $1.15M as of Q1 2026.
Barbara Oil Co left its Waste Management share count unchanged in Q1 2026.
Waste Management made up 0.44% of Barbara Oil Co's portfolio in Q1 2026, its #55 holding.
Barbara Oil Co first reported a position in Waste Management in Q4 2019 and has held it in 26 quarters since.
Barbara Oil Co's Waste Management position peaked at $1.16M in Q1 2025.
2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Barbara Oil Co's 13F filing for Q1 2026, filed 13 May 2026.