Biltmore Family Office’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $387K | Buy |
1,739
+39
| +2% | +$8.67K | 0.05% | 183 |
|
|
2026
Q1 | $391K | Hold |
1,700
| – | – | 0.05% | 179 |
|
|
2025
Q4 | $373K | Hold |
1,700
| – | – | 0.05% | 172 |
|
|
2025
Q3 | $375K | Hold |
1,700
| – | – | 0.05% | 164 |
|
|
2025
Q2 | $389K | Hold |
1,700
| – | – | 0.07% | 150 |
|
|
2025
Q1 | $393K | Hold |
1,700
| – | – | 0.07% | 149 |
|
|
2024
Q4 | $343K | Hold |
1,700
| – | – | 0.06% | 162 |
|
|
2024
Q3 | $353K | Buy |
1,700
+150
| +10% | +$31.3K | 0.06% | 158 |
|
|
2024
Q2 | $331K | Buy |
1,550
+231
| +18% | +$48K | 0.06% | 148 |
|
|
2024
Q1 | $281K | Hold |
1,319
| – | – | 0.06% | 159 |
|
|
2023
Q4 | $236K | Buy |
+1,319
| New | +$221K | 0.05% | 175 |
|
|
2023
Q3 | – | Sell |
-1,196
| Closed | -$207K | – | 245 |
|
|
2023
Q2 | $207K | Buy |
+1,196
| New | +$198K | 0.04% | 174 |
|
|
2023
Q1 | – | Sell |
-3,754
| Closed | -$589K | – | 282 |
|
|
2022
Q4 | $589K | Hold |
3,754
| – | – | 0.12% | 113 |
|
|
2022
Q3 | $601K | Buy |
3,754
+8
| +0.2% | +$1.32K | 0.14% | 91 |
|
|
2022
Q2 | $573K | Buy |
3,746
+1
| +0% | +$157 | 0.14% | 95 |
|
|
2022
Q1 | $594K | Hold |
3,745
| – | – | 0.13% | 96 |
|
|
2021
Q4 | $625K | Hold |
3,745
| – | – | 0.12% | 108 |
|
|
2021
Q3 | $559K | Buy |
3,745
+1
| +0% | +$150 | 0.14% | 98 |
|
|
2021
Q2 | $525K | Hold |
3,744
| – | – | 0.15% | 96 |
|
|
2021
Q1 | $483K | Hold |
3,744
| – | – | 0.15% | 93 |
|
|
2020
Q4 | $442K | Buy |
3,744
+751
| +25% | +$87.6K | 0.13% | 102 |
|
|
2020
Q3 | $339K | Hold |
2,993
| – | – | 0.19% | 101 |
|
|
2020
Q2 | $317K | Hold |
2,993
| – | – | 0.19% | 105 |
|
|
2020
Q1 | $277K | Buy |
2,993
+1
| +0% | +$115 | 0.18% | 114 |
|
|
2019
Q4 | $341K | Buy |
2,992
+70
| +2% | +$7.91K | 0.14% | 130 |
|
|
2019
Q3 | $336K | Hold |
2,922
| – | – | 0.15% | 119 |
|
|
2019
Q2 | $337K | Hold |
2,922
| – | – | 0.18% | 100 |
|
|
2019
Q1 | $304K | Sell |
2,922
-150
| -5% | -$14.6K | 0.15% | 118 |
|
|
2018
Q4 | $273K | Hold |
3,072
| – | – | 0.15% | 120 |
|
|
2018
Q3 | $278K | Hold |
3,072
| – | – | 0.13% | 123 |
|
|
2018
Q2 | $250K | Hold |
3,072
| – | – | 0.12% | 125 |
|
|
2018
Q1 | $258K | Hold |
3,072
| – | – | 0.11% | 143 |
|
|
2017
Q4 | $265K | Buy |
+3,072
| New | +$250K | 0.12% | 135 |
|
Other funds holding WM
Biltmore Family Office's WM Position: Q2 2026 in Review
Biltmore Family Office increased its Waste Management (WM) stake by 2.3% in Q2 2026, buying an estimated $8.67K and bringing the position to 1,739 shares worth $387K. The position accounts for 0.05% of the portfolio, ranked #183.
Biltmore Family Office first reported a position in WM in Q4 2017 and has held it in 33 quarters since. The position peaked at $625K in Q4 2021. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.
- Biltmore Family Office held 1,739 shares of Waste Management worth $387K as of Q2 2026.
- Biltmore Family Office bought 39 Waste Management shares in Q2 2026, an estimated $8.67K.
- Waste Management made up 0.05% of Biltmore Family Office's portfolio in Q2 2026, its #183 holding.
- Biltmore Family Office first reported a position in Waste Management in Q4 2017 and has held it in 33 quarters since.
- Biltmore Family Office's Waste Management position peaked at $625K in Q4 2021.
- 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.
Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.