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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
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 $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

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

Bell Investment Advisors reduced its Waste Management (WM) stake by 1.7% in Q1 2026, selling an estimated $460 and leaving 116 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Bell Investment Advisors first reported a position in WM in Q3 2021 and has held it in 18 quarters since. The position peaked at $37K in Q4 2021. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Bell Investment Advisors held 116 shares of Waste Management worth $26.7K as of Q1 2026.
  • Bell Investment Advisors sold 2 Waste Management shares in Q1 2026, an estimated $460.
  • Waste Management made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #370 holding.
  • Bell Investment Advisors first reported a position in Waste Management in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's Waste Management position peaked at $37K in Q4 2021.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.