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Bolthouse Investments’s Waste Management WM Stock Holding History

Bolthouse Investments’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 		$333K Hold
1,496
– – 0.27% 65
2026
Q1 		$344K Hold
1,496
– – 0.31% 55
2025
Q4 		$329K Hold
1,496
– – 0.29% 55
2025
Q3 		$330K Hold
1,496
– – 0.3% 58
2025
Q2 		$342K Hold
1,496
– – 0.34% 57
2025
Q1 		$346K Hold
1,496
– – 0.36% 56
2024
Q4 		$302K Buy
+1,496
New +$321K 0.28% 66

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

Bolthouse Investments's WM Position: Q2 2026 in Review

Bolthouse Investments held its Waste Management (WM) position steady in Q2 2026 at 1,496 shares worth $333K. The position accounts for 0.27% of the portfolio, ranked #65.

Bolthouse Investments first reported a position in WM in Q4 2024 and has held it in 7 quarters since. The position peaked at $346K in Q1 2025. 2,370 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Bolthouse Investments held 1,496 shares of Waste Management worth $333K as of Q2 2026.
  • Bolthouse Investments left its Waste Management share count unchanged in Q2 2026.
  • Waste Management made up 0.27% of Bolthouse Investments's portfolio in Q2 2026, its #65 holding.
  • Bolthouse Investments first reported a position in Waste Management in Q4 2024 and has held it in 7 quarters since.
  • Bolthouse Investments's Waste Management position peaked at $346K in Q1 2025.
  • 2,370 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Bolthouse Investments's 13F filing for Q2 2026, filed 11 Aug 2026.