Birchbrook
WM icon

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
Q3 		$744K Sell
3,650
-45
-1% -$10.1K 0.36% 48
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 +$8.34K ﹤0.01% 193

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Birchbrook's WM Position: Q3 2026 in Review

Birchbrook reduced its Waste Management (WM) stake by 1.2% in Q3 2026, selling an estimated $10.1K and leaving 3,650 shares worth $744K. The position accounts for 0.36% of the portfolio, ranked #48.

Birchbrook first reported a position in WM in Q3 2024 and has held it in 9 quarters since. The position peaked at $892K in Q1 2026. 1,001 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Birchbrook held 3,650 shares of Waste Management worth $744K as of Q3 2026.
  • Birchbrook sold 45 Waste Management shares in Q3 2026, an estimated $10.1K.
  • Waste Management made up 0.36% of Birchbrook's portfolio in Q3 2026, its #48 holding.
  • Birchbrook first reported a position in Waste Management in Q3 2024 and has held it in 9 quarters since.
  • Birchbrook's Waste Management position peaked at $892K in Q1 2026.
  • 1,001 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.