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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

Bellevue Asset Management held its Waste Management (WM) position steady in Q1 2026 at 29 shares worth $6.79K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Bellevue Asset Management first reported a position in WM in Q3 2022 and has held it in 10 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Bellevue Asset Management held 29 shares of Waste Management worth $6.79K as of Q1 2026.
Bellevue Asset Management left its Waste Management share count unchanged in Q1 2026.
Waste Management made up ﹤0.01% of Bellevue Asset Management's portfolio in Q1 2026, its #306 holding.
Bellevue Asset Management first reported a position in Waste Management in Q3 2022 and has held it in 10 quarters since.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Bellevue Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.