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BOK Financial Private Wealth’s Waste Management WM Stock Holding History

BOK Financial Private Wealth’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 		$785K Sell
3,415
-500
-13% -$115K 0.05% 95
2025
Q4 		$860K Sell
3,915
-37
-0.9% -$7.89K 0.05% 99
2025
Q3 		$873K Sell
3,952
-503
-11% -$113K 0.05% 96
2025
Q2 		$1.02M Sell
4,455
-57
-1% -$13.2K 0.07% 86
2025
Q1 		$1.04M Sell
4,512
-1,266
-22% -$280K 0.08% 88
2024
Q4 		$1.17M Sell
5,778
-402
-7% -$86.3K 0.08% 92
2024
Q3 		$1.28M Buy
6,180
+1,168
+23% +$244K 0.09% 92
2024
Q2 		$1.07M Hold
5,012
– – 0.08% 101
2024
Q1 		$1.07M Buy
5,012
+102
+2% +$20K 0.08% 101
2023
Q4 		$879K Hold
4,910
– – 0.07% 104
2023
Q3 		$748K Hold
4,910
– – 0.07% 106
2023
Q2 		$851K Sell
4,910
-7
-0.1% -$1.16K 0.07% 103
2023
Q1 		$802K Buy
4,917
+7
+0.1% +$1.07K 0.06% 110
2022
Q4 		$770K Sell
4,910
-2,000
-29% -$322K 0.06% 110
2022
Q3 		$1.11M Sell
6,910
-330
-5% -$54.5K 0.1% 100
2022
Q2 		$1.11M Sell
7,240
-2,344
-24% -$367K 0.1% 104
2022
Q1 		$1.52M Buy
9,584
+240
+3% +$36.4K 0.11% 109
2021
Q4 		$1.56M Buy
+9,344
New +$1.5M 0.11% 107

Other funds holding WM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

BOK Financial Private Wealth's WM Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its Waste Management (WM) stake by 13% in Q1 2026, selling an estimated $115K and leaving 3,415 shares worth $785K. The position accounts for 0.05% of the portfolio, ranked #95.

BOK Financial Private Wealth first reported a position in WM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.56M in Q4 2021. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • BOK Financial Private Wealth held 3,415 shares of Waste Management worth $785K as of Q1 2026.
  • BOK Financial Private Wealth sold 500 Waste Management shares in Q1 2026, an estimated $115K.
  • Waste Management made up 0.05% of BOK Financial Private Wealth's portfolio in Q1 2026, its #95 holding.
  • BOK Financial Private Wealth first reported a position in Waste Management in Q4 2021 and has held it in 18 quarters since.
  • BOK Financial Private Wealth's Waste Management position peaked at $1.56M in Q4 2021.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.