Boyar Asset Management’s Waste Management WM Stock Holding History

Boyar Asset Management’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	$1.26M	Sell	5,488 -423	-7%	-$97.2K	0.72%	38
2025 Q4	$1.3M	Hold	5,911	–	–	0.82%	34
2025 Q3	$1.31M	Hold	5,911	–	–	0.83%	31
2025 Q2	$1.35M	Sell	5,911 -150	-2%	-$34.8K	0.89%	29
2025 Q1	$1.4M	Hold	6,061	–	–	1.02%	28
2024 Q4	$1.22M	Sell	6,061 -100	-2%	-$21.5K	0.81%	33
2024 Q3	$1.28M	Sell	6,161 -100	-2%	-$20.9K	0.82%	34
2024 Q2	$1.34M	Sell	6,261 -100	-2%	-$20.8K	0.92%	30
2024 Q1	$1.36M	Hold	6,361	–	–	0.88%	33
2023 Q4	$1.14M	Hold	6,361	–	–	0.86%	35
2023 Q3	$970K	Hold	6,361	–	–	0.76%	35
2023 Q2	$1.1M	Hold	6,361	–	–	0.82%	37
2023 Q1	$1.04M	Sell	6,361 -80	-1%	-$12.3K	0.8%	34
2022 Q4	$1.01M	Sell	6,441 -90	-1%	-$14.5K	0.82%	31
2022 Q3	$1.05M	Hold	6,531	–	–	0.86%	33
2022 Q2	$999K	Sell	6,531 -535	-8%	-$83.8K	0.82%	32
2022 Q1	$1.12M	Hold	7,066	–	–	0.72%	36
2021 Q4	$1.18M	Hold	7,066	–	–	0.71%	37
2021 Q3	$1.05M	Sell	7,066 -100	-1%	-$15K	0.69%	40
2021 Q2	$1M	Sell	7,166 -20	-0.3%	-$2.77K	0.65%	42
2021 Q1	$927K	Hold	7,186	–	–	0.63%	43
2020 Q4	$847K	Sell	7,186 -135	-2%	-$15.7K	0.64%	42
2020 Q3	$829K	Sell	7,321 -200	-3%	-$22.1K	0.7%	36
2020 Q2	$797K	Hold	7,521	–	–	0.74%	36
2020 Q1	$696K	Buy	7,521 +90	+1%	+$10.3K	0.78%	31
2019 Q4	$847K	Sell	7,431 -100	-1%	-$11.3K	0.61%	42
2019 Q3	$866K	Buy	7,531 +100	+1%	+$11.7K	0.66%	40
2019 Q2	$857K	Hold	7,431	–	–	0.63%	40
2019 Q1	$772K	Sell	7,431 -100	-1%	-$9.76K	0.58%	41
2018 Q4	$670K	Hold	7,531	–	–	0.55%	44
2018 Q3	$681K	Hold	7,531	–	–	0.46%	47
2018 Q2	$613K	Sell	7,531 -100	-1%	-$8.28K	0.45%	47
2018 Q1	$642K	Hold	7,631	–	–	0.47%	44
2017 Q4	$659K	Sell	7,631 -300	-4%	-$24.4K	0.47%	44
2017 Q3	$621K	Sell	7,931 -430	-5%	-$32.7K	0.46%	48
2017 Q2	$613K	Sell	8,361 -135	-2%	-$9.83K	0.45%	48
2017 Q1	$620K	Hold	8,496	–	–	0.46%	49
2016 Q4	$602K	Hold	8,496	–	–	0.6%	47
2016 Q3	$542K	Hold	8,496	–	–	0.43%	52
2016 Q2	$563K	Hold	8,496	–	–	0.45%	51
2016 Q1	$501K	Hold	8,496	–	–	0.39%	52
2015 Q4	$453K	Sell	8,496 -50	-0.6%	-$2.66K	0.36%	54
2015 Q3	$426K	Hold	8,546	–	–	0.36%	54
2015 Q2	$396K	Hold	8,546	–	–	0.3%	58
2015 Q1	$463K	Sell	8,546 -400	-4%	-$21.3K	0.35%	54
2014 Q4	$459K	Sell	8,946 -3,475	-28%	-$169K	0.36%	55
2014 Q3	$590K	Sell	12,421 -2,649	-18%	-$121K	0.46%	55
2014 Q2	$674K	Buy	15,070 +700	+5%	+$30.5K	0.54%	49
2014 Q1	$605K	Buy	14,370 +875	+6%	+$36.7K	0.49%	53
2013 Q4	$606K	Buy	13,495 +894	+7%	+$39K	0.5%	50
2013 Q3	$520K	Buy	12,601 +718	+6%	+$29.9K	0.5%	48
2013 Q2	$479K	Buy	+11,883	New	+$480K	0.48%	50

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 $34.1B AUM 20.22% 1-Year Est. Return

Boyar Asset Management's WM Position: Q1 2026 in Review

Boyar Asset Management reduced its Waste Management (WM) stake by 7.2% in Q1 2026, selling an estimated $97.2K and leaving 5,488 shares worth $1.26M. The position accounts for 0.72% of the portfolio, ranked #38.

Boyar Asset Management first reported a position in WM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.4M in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Boyar Asset Management held 5,488 shares of Waste Management worth $1.26M as of Q1 2026.
Boyar Asset Management sold 423 Waste Management shares in Q1 2026, an estimated $97.2K.
Waste Management made up 0.72% of Boyar Asset Management's portfolio in Q1 2026, its #38 holding.
Boyar Asset Management first reported a position in Waste Management in Q2 2013 and has held it in 52 quarters since.
Boyar Asset Management's Waste Management position peaked at $1.4M in Q1 2025.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Boyar Asset Management's 13F filing for Q1 2026, filed 8 May 2026.