Boston Family Office’s Waste Management WM Stock Holding History

Boston Family Office’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	$4.26M	Buy	18,526 +1,409	+8%	+$324K	0.28%	82
2025 Q4	$3.76M	Sell	17,117 -1,257	-7%	-$268K	0.24%	86
2025 Q3	$4.06M	Buy	18,374 +677	+4%	+$152K	0.26%	83
2025 Q2	$4.05M	Buy	17,697 +35	+0.2%	+$8.12K	0.27%	81
2025 Q1	$4.09M	Buy	17,662 +55	+0.3%	+$12.2K	0.29%	75
2024 Q4	$3.55M	Sell	17,607 -15	-0.1%	-$3.22K	0.24%	85
2024 Q3	$3.66M	Sell	17,622 -15	-0.1%	-$3.13K	0.25%	84
2024 Q2	$3.76M	Sell	17,637 -45	-0.3%	-$9.35K	0.27%	78
2024 Q1	$3.77M	Sell	17,682 -543	-3%	-$107K	0.27%	76
2023 Q4	$3.26M	Hold	18,225	–	–	0.25%	80
2023 Q3	$2.78M	Sell	18,225 -575	-3%	-$93K	0.23%	83
2023 Q2	$3.26M	Sell	18,800 -620	-3%	-$102K	0.25%	80
2023 Q1	$3.17M	Sell	19,420 -118	-0.6%	-$18.1K	0.25%	77
2022 Q4	$3.06M	Sell	19,538 -118	-0.6%	-$19K	0.25%	81
2022 Q3	$3.15M	Buy	19,656 +575	+3%	+$94.9K	0.28%	78
2022 Q2	$2.92M	Sell	19,081 -600	-3%	-$94K	0.24%	84
2022 Q1	$3.12M	Sell	19,681 -3,526	-15%	-$535K	0.22%	89
2021 Q4	$3.87M	Sell	23,207 -1,007	-4%	-$162K	0.25%	85
2021 Q3	$3.62M	Hold	24,214	–	–	0.26%	82
2021 Q2	$3.39M	Sell	24,214 -5,346	-18%	-$739K	0.24%	89
2021 Q1	$4.14M	Sell	29,560 -8,643	-23%	-$1.01M	0.31%	80
2020 Q4	$4.5M	Sell	38,203 -448	-1%	-$52.2K	0.35%	73
2020 Q3	$4.37M	Sell	38,651 -97	-0.3%	-$10.7K	0.4%	64
2020 Q2	$4.1M	Sell	38,748 -972	-2%	-$98.1K	0.4%	64
2020 Q1	$3.68M	Buy	39,720 +1,517	+4%	+$174K	0.43%	63
2019 Q4	$4.35M	Buy	38,203 +8,063	+27%	+$911K	0.41%	67
2019 Q3	$3.47M	Buy	30,140 +14,143	+88%	+$1.65M	0.36%	79
2019 Q2	$1.85M	Buy	15,997 +997	+7%	+$108K	0.19%	111
2019 Q1	$1.56M	Buy	15,000 +1,300	+9%	+$127K	0.17%	119
2018 Q4	$1.22M	Sell	13,700 -50	-0.4%	-$4.49K	0.15%	130
2018 Q3	$1.24M	Hold	13,750	–	–	0.13%	139
2018 Q2	$1.12M	Hold	13,750	–	–	0.13%	144
2018 Q1	$1.16M	Hold	13,750	–	–	0.13%	141
2017 Q4	$1.19M	Hold	13,750	–	–	0.13%	139
2017 Q3	$1.08M	Hold	13,750	–	–	0.12%	150
2017 Q2	$1.01M	Hold	13,750	–	–	0.12%	148
2017 Q1	$1M	Hold	13,750	–	–	0.12%	147
2016 Q4	$975K	Sell	13,750 -84	-0.6%	-$5.62K	0.13%	149
2016 Q3	$882K	Hold	13,834	–	–	0.11%	152
2016 Q2	$917K	Hold	13,834	–	–	0.12%	150
2016 Q1	$816K	Hold	13,834	–	–	0.11%	155
2015 Q4	$738K	Hold	13,834	–	–	0.1%	155
2015 Q3	$689K	Hold	13,834	–	–	0.1%	159
2015 Q2	$641K	Hold	13,834	–	–	0.08%	180
2015 Q1	$750K	Hold	13,834	–	–	0.09%	172
2014 Q4	$710K	Hold	13,834	–	–	0.09%	174
2014 Q3	$658K	Hold	13,834	–	–	0.08%	179
2014 Q2	$619K	Buy	13,834 +1,084	+9%	+$47.2K	0.08%	186
2014 Q1	$536K	Sell	12,750 -1,500	-11%	-$62.9K	0.07%	192
2013 Q4	$639K	Hold	14,250	–	–	0.08%	178
2013 Q3	$588K	Sell	14,250 -800	-5%	-$33.3K	0.08%	177
2013 Q2	$607K	Buy	+15,050	New	+$608K	0.09%	173

Other funds holding WM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Boston Family Office's WM Position: Q1 2026 in Review

Boston Family Office increased its Waste Management (WM) stake by 8.2% in Q1 2026, buying an estimated $324K and bringing the position to 18,526 shares worth $4.26M. The position accounts for 0.28% of the portfolio, ranked #82.

Boston Family Office first reported a position in WM in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.5M in Q4 2020. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Boston Family Office held 18,526 shares of Waste Management worth $4.26M as of Q1 2026.
Boston Family Office bought 1,409 Waste Management shares in Q1 2026, an estimated $324K.
Waste Management made up 0.28% of Boston Family Office's portfolio in Q1 2026, its #82 holding.
Boston Family Office first reported a position in Waste Management in Q2 2013 and has held it in 52 quarters since.
Boston Family Office's Waste Management position peaked at $4.5M in Q4 2020.
2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.