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Beacon Investment Advisors’s Waste Management WM Stock Holding History

Beacon 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 		$357K Buy
1,554
+19
+1% +$4.37K 0.13% 132
2025
Q4 		$337K Buy
1,535
+208
+16% +$44.3K 0.14% 128
2025
Q3 		$293K Buy
1,327
+89
+7% +$20K 0.12% 135
2025
Q2 		$283K Buy
1,238
+1
+0.1% +$232 0.12% 136
2025
Q1 		$287K Buy
1,237
+18
+1% +$3.99K 0.14% 133
2024
Q4 		$246K Buy
1,219
+84
+7% +$18K 0.12% 138
2024
Q3 		$236K Buy
1,135
+24
+2% +$5.01K 0.11% 142
2024
Q2 		$237K Buy
1,111
+31
+3% +$6.44K 0.12% 136
2024
Q1 		$230K Buy
+1,080
New +$212K 0.13% 121

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

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

Beacon Investment Advisors increased its Waste Management (WM) stake by 1.2% in Q1 2026, buying an estimated $4.37K and bringing the position to 1,554 shares worth $357K. The position accounts for 0.13% of the portfolio, ranked #132.

Beacon Investment Advisors first reported a position in WM in Q1 2024 and has held it in 9 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Beacon Investment Advisors held 1,554 shares of Waste Management worth $357K as of Q1 2026.
  • Beacon Investment Advisors bought 19 Waste Management shares in Q1 2026, an estimated $4.37K.
  • Waste Management made up 0.13% of Beacon Investment Advisors's portfolio in Q1 2026, its #132 holding.
  • Beacon Investment Advisors first reported a position in Waste Management in Q1 2024 and has held it in 9 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.