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Bell Asset Management’s Waste Management WM Stock Holding History

Bell Asset Management’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 		$5.01M Sell
21,801
-5,171
-19% -$1.19M 1.47% 13
2025
Q4 		$5.96M Buy
26,972
+4,561
+20% +$972K 1.59% 14
2025
Q3 		$4.95M Buy
+22,411
New +$5.05M 1.35% 21

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 $37.4B AUM 35.42% 1-Year Est. Return

Bell Asset Management's WM Position: Q1 2026 in Review

Bell Asset Management reduced its Waste Management (WM) stake by 19% in Q1 2026, selling an estimated $1.19M and leaving 21,801 shares worth $5.01M. The position accounts for 1.47% of the portfolio, ranked #13.

Bell Asset Management first reported a position in WM in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.96M in Q4 2025. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Bell Asset Management held 21,801 shares of Waste Management worth $5.01M as of Q1 2026.
  • Bell Asset Management sold 5,171 Waste Management shares in Q1 2026, an estimated $1.19M.
  • Waste Management made up 1.47% of Bell Asset Management's portfolio in Q1 2026, its #13 holding.
  • Bell Asset Management first reported a position in Waste Management in Q3 2025 and has held it in 3 quarters since.
  • Bell Asset Management's Waste Management position peaked at $5.96M in Q4 2025.
  • 2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Bell Asset Management's 13F filing for Q1 2026, filed 29 Apr 2026.