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Bell Investment Advisors’s Waste Management WM Stock Holding History

Bell 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
Q2 		$35K Buy
157
+41
+35% +$9.12K 0.01% 343
2026
Q1 		$26.7K Sell
116
-2
-2% -$460 ﹤0.01% 370
2025
Q4 		$25.9K Buy
118
+35
+42% +$7.46K ﹤0.01% 372
2025
Q3 		$18.3K Sell
83
-6
-7% -$1.35K ﹤0.01% 433
2025
Q2 		$20.4K Buy
89
+13
+17% +$3.02K ﹤0.01% 422
2025
Q1 		$17.6K Buy
76
+6
+9% +$1.33K ﹤0.01% 426
2024
Q4 		$14.1K Hold
70
– – ﹤0.01% 480
2024
Q3 		$14.5K Buy
70
+8
+13% +$1.67K ﹤0.01% 477
2024
Q2 		$13.2K Hold
62
– – ﹤0.01% 507
2024
Q1 		$13.2K Buy
62
+3
+5% +$590 ﹤0.01% 486
2023
Q4 		$10.6K Sell
59
-7
-11% -$1.17K ﹤0.01% 539
2023
Q3 		$10.1K Sell
66
-20
-23% -$3.24K ﹤0.01% 504
2023
Q2 		$14.9K Buy
86
+6
+8% +$992 ﹤0.01% 377
2023
Q1 		$13.1K Buy
80
+4
+5% +$613 ﹤0.01% 406
2022
Q4 		$11.9K Sell
76
-12
-14% -$1.93K ﹤0.01% 430
2022
Q3 		$14K Sell
88
-10
-10% -$1.65K ﹤0.01% 341
2022
Q2 		$15K Buy
+98
New +$15.3K ﹤0.01% 338
2021
Q4 		$37K Buy
220
+36
+20% +$5.79K 0.01% 194
2021
Q3 		$27K Buy
+184
New +$27.5K 0.01% 228

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's WM Position: Q2 2026 in Review

Bell Investment Advisors increased its Waste Management (WM) stake by 35% in Q2 2026, buying an estimated $9.12K and bringing the position to 157 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #343.

Bell Investment Advisors first reported a position in WM in Q3 2021 and has held it in 19 quarters since. The position peaked at $37K in Q4 2021. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Bell Investment Advisors held 157 shares of Waste Management worth $35K as of Q2 2026.
  • Bell Investment Advisors bought 41 Waste Management shares in Q2 2026, an estimated $9.12K.
  • Waste Management made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #343 holding.
  • Bell Investment Advisors first reported a position in Waste Management in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Waste Management position peaked at $37K in Q4 2021.
  • 2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.