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Birchbrook’s Waste Management WM Stock Holding History

Birchbrook’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 		$824K Sell
3,695
-189
-5% -$42K 0.39% 44
2026
Q1 		$892K Buy
3,884
+207
+6% +$47.6K 0.44% 45
2025
Q4 		$808K Buy
3,677
+192
+6% +$40.9K 0.4% 46
2025
Q3 		$770K Buy
3,485
+228
+7% +$51.4K 0.4% 44
2025
Q2 		$745K Buy
3,257
+3,217
+8,043% +$746K 0.4% 44
2025
Q1 		$9.26K Hold
40
– – 0.01% 193
2024
Q4 		$8.07K Hold
40
– – ﹤0.01% 211
2024
Q3 		$8.3K Buy
+40
New +$8.35K ﹤0.01% 193

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Birchbrook's WM Position: Q2 2026 in Review

Birchbrook reduced its Waste Management (WM) stake by 4.9% in Q2 2026, selling an estimated $42K and leaving 3,695 shares worth $824K. The position accounts for 0.39% of the portfolio, ranked #44.

Birchbrook first reported a position in WM in Q3 2024 and has held it in 8 quarters since. The position peaked at $892K in Q1 2026. 2,372 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Birchbrook held 3,695 shares of Waste Management worth $824K as of Q2 2026.
  • Birchbrook sold 189 Waste Management shares in Q2 2026, an estimated $42K.
  • Waste Management made up 0.39% of Birchbrook's portfolio in Q2 2026, its #44 holding.
  • Birchbrook first reported a position in Waste Management in Q3 2024 and has held it in 8 quarters since.
  • Birchbrook's Waste Management position peaked at $892K in Q1 2026.
  • 2,372 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.