Birch Hill Investment Advisors’s Waste Management WM Stock Holding History

Birch Hill 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	$1.33M	Sell	5,969 -135	-2%	-$30K	0.05%	102
2026 Q1	$1.4M	Hold	6,104	–	–	0.06%	102
2025 Q4	$1.34M	Buy	6,104 +45	+0.7%	+$9.59K	0.06%	100
2025 Q3	$1.34M	Sell	6,059 -42	-0.7%	-$9.46K	0.06%	98
2025 Q2	$1.4M	Hold	6,101	–	–	0.06%	100
2025 Q1	$1.41M	Hold	6,101	–	–	0.07%	97
2024 Q4	$1.23M	Buy	6,101 +220	+4%	+$47.3K	0.06%	100
2024 Q3	$1.22M	Sell	5,881 -500	-8%	-$104K	0.06%	100
2024 Q2	$1.36M	Hold	6,381	–	–	0.07%	93
2024 Q1	$1.36M	Buy	6,381 +60	+0.9%	+$11.8K	0.07%	96
2023 Q4	$1.13M	Buy	6,321 +332	+6%	+$55.7K	0.06%	94
2023 Q3	$913K	Sell	5,989 -20	-0.3%	-$3.24K	0.05%	100
2023 Q2	$1.04M	Hold	6,009	–	–	0.06%	95
2023 Q1	$980K	Sell	6,009 -45	-0.7%	-$6.89K	0.06%	97
2022 Q4	$950K	Hold	6,054	–	–	0.06%	95
2022 Q3	$970K	Sell	6,054 -200	-3%	-$33K	0.07%	92
2022 Q2	$957K	Hold	6,254	–	–	0.06%	95
2022 Q1	$991K	Sell	6,254 -85	-1%	-$12.9K	0.05%	100
2021 Q4	$1.06M	Sell	6,339 -75	-1%	-$12.1K	0.05%	97
2021 Q3	$958K	Hold	6,414	–	–	0.05%	99
2021 Q2	$899K	Sell	6,414 -15	-0.2%	-$2.07K	0.05%	100
2021 Q1	$829K	Buy	6,429 +1,300	+25%	+$152K	0.05%	99
2020 Q4	$605K	Hold	5,129	–	–	0.04%	104
2020 Q3	$580K	Hold	5,129	–	–	0.04%	100
2020 Q2	$543K	Buy	5,129 +100	+2%	+$10.1K	0.04%	99
2020 Q1	$465K	Sell	5,029 -1,000	-17%	-$115K	0.04%	98
2019 Q4	$687K	Hold	6,029	–	–	0.05%	100
2019 Q3	$693K	Sell	6,029 -100	-2%	-$11.7K	0.05%	97
2019 Q2	$707K	Hold	6,129	–	–	0.05%	100
2019 Q1	$637K	Hold	6,129	–	–	0.05%	101
2018 Q4	$545K	Sell	6,129 -600	-9%	-$53.9K	0.05%	103
2018 Q3	$608K	Sell	6,729 -600	-8%	-$53.2K	0.04%	107
2018 Q2	$596K	Sell	7,329 -50	-0.7%	-$4.14K	0.05%	104
2018 Q1	$621K	Sell	7,379 -7,980	-52%	-$685K	0.05%	97
2017 Q4	$1.32M	Sell	15,359 -1,500	-9%	-$122K	0.11%	71
2017 Q3	$1.32M	Hold	16,859	–	–	0.11%	70
2017 Q2	$1.24M	Hold	16,859	–	–	0.11%	70
2017 Q1	$1.23M	Hold	16,859	–	–	0.1%	73
2016 Q4	$1.2M	Sell	16,859 -500	-3%	-$33.4K	0.11%	73
2016 Q3	$1.11M	Sell	17,359 -100	-0.6%	-$6.54K	0.1%	74
2016 Q2	$1.16M	Sell	17,459 -305	-2%	-$18.4K	0.11%	73
2016 Q1	$1.05M	Sell	17,764 -387	-2%	-$21.4K	0.11%	77
2015 Q4	$969K	Buy	18,151 +387	+2%	+$20.6K	0.1%	78
2015 Q3	$885K	Sell	17,764 -280	-2%	-$14K	0.1%	80
2015 Q2	$836K	Hold	18,044	–	–	0.09%	87
2015 Q1	$979K	Hold	18,044	–	–	0.1%	82
2014 Q4	$926K	Sell	18,044 -140	-0.8%	-$6.82K	0.09%	82
2014 Q3	$864K	Sell	18,184 -4,860	-21%	-$223K	0.09%	84
2014 Q2	$1.03M	Sell	23,044 -12,405	-35%	-$540K	0.11%	78
2014 Q1	$1.49M	Sell	35,449 -98,510	-74%	-$4.13M	0.16%	69
2013 Q4	$6.01M	Sell	133,959 -92,500	-41%	-$4.04M	0.64%	41
2013 Q3	$9.34M	Sell	226,459 -79,719	-26%	-$3.32M	1.1%	31
2013 Q2	$12.3M	Buy	+306,178	New	+$12.4M	1.55%	26

Other funds holding WM

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Birch Hill Investment Advisors's WM Position: Q2 2026 in Review

Birch Hill Investment Advisors reduced its Waste Management (WM) stake by 2.2% in Q2 2026, selling an estimated $30K and leaving 5,969 shares worth $1.33M. The position accounts for 0.05% of the portfolio, ranked #102.

Birch Hill Investment Advisors first reported a position in WM in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.3M in Q2 2013. 1,094 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Birch Hill Investment Advisors held 5,969 shares of Waste Management worth $1.33M as of Q2 2026.
Birch Hill Investment Advisors sold 135 Waste Management shares in Q2 2026, an estimated $30K.
Waste Management made up 0.05% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #102 holding.
Birch Hill Investment Advisors first reported a position in Waste Management in Q2 2013 and has held it in 53 quarters since.
Birch Hill Investment Advisors's Waste Management position peaked at $12.3M in Q2 2013.
1,094 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.