Bellevue Asset Management’s Waste Management WM Stock Holding History

Bellevue 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 Q2	$6.61K	Hold	29	–	–	﹤0.01%	329
2026 Q1	$6.79K	Hold	29	–	–	﹤0.01%	306
2025 Q4	$6.46K	Hold	29	–	–	﹤0.01%	317
2025 Q3	$6.47K	Hold	29	–	–	﹤0.01%	321
2025 Q2	$6.68K	Hold	29	–	–	﹤0.01%	312
2025 Q1	$6.74K	Hold	29	–	–	﹤0.01%	304
2024 Q4	$5.85K	Buy	+29	New	+$6.23K	﹤0.01%	327
2023 Q3	–	Sell	-20	Closed	-$3.47K	–	478
2023 Q2	$3.47K	Hold	20	–	–	﹤0.01%	342
2023 Q1	$3.26K	Buy	20 +10	+100%	+$1.53K	﹤0.01%	352
2022 Q4	$1.56K	Hold	10	–	–	﹤0.01%	433
2022 Q3	$2K	Buy	+10	New	+$1.65K	﹤0.01%	444

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bellevue Asset Management's WM Position: Q2 2026 in Review

Bellevue Asset Management held its Waste Management (WM) position steady in Q2 2026 at 29 shares worth $6.61K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Bellevue Asset Management first reported a position in WM in Q3 2022 and has held it in 11 quarters since. The position peaked at $6.79K in Q1 2026. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Bellevue Asset Management held 29 shares of Waste Management worth $6.61K as of Q2 2026.
Bellevue Asset Management left its Waste Management share count unchanged in Q2 2026.
Waste Management made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #329 holding.
Bellevue Asset Management first reported a position in Waste Management in Q3 2022 and has held it in 11 quarters since.
Bellevue Asset Management's Waste Management position peaked at $6.79K in Q1 2026.
2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.