Boyd Watterson Asset Management’s Waste Management WM Stock Holding History

Boyd Watterson 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	$58.4K	Sell	254 -10	-4%	-$2.3K	0.02%	176
2025 Q4	$58K	Hold	264	–	–	0.02%	175
2025 Q3	$58.3K	Sell	264 -4	-1%	-$901	0.02%	169
2025 Q2	$61.3K	Sell	268 -116	-30%	-$26.9K	0.02%	171
2025 Q1	$88.9K	Sell	384 -109	-22%	-$24.1K	0.03%	157
2024 Q4	$99.5K	Hold	493	–	–	0.03%	155
2024 Q3	$102K	Sell	493 -27	-5%	-$5.63K	0.03%	150
2024 Q2	$111K	Hold	520	–	–	0.03%	141
2024 Q1	$111K	Hold	520	–	–	0.04%	147
2023 Q4	$93.1K	Hold	520	–	–	0.04%	151
2023 Q3	$79.3K	Sell	520 -4	-0.8%	-$647	0.03%	152
2023 Q2	$90.9K	Hold	524	–	–	0.04%	151
2023 Q1	$85.5K	Hold	524	–	–	0.03%	159
2022 Q4	$82.2K	Buy	+524	New	+$84.3K	0.03%	165

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

Boyd Watterson Asset Management's WM Position: Q1 2026 in Review

Boyd Watterson Asset Management reduced its Waste Management (WM) stake by 3.8% in Q1 2026, selling an estimated $2.3K and leaving 254 shares worth $58.4K. The position accounts for 0.02% of the portfolio, ranked #176.

Boyd Watterson Asset Management first reported a position in WM in Q4 2022 and has held it in 14 quarters since. The position peaked at $111K in Q2 2024. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Boyd Watterson Asset Management held 254 shares of Waste Management worth $58.4K as of Q1 2026.
Boyd Watterson Asset Management sold 10 Waste Management shares in Q1 2026, an estimated $2.3K.
Waste Management made up 0.02% of Boyd Watterson Asset Management's portfolio in Q1 2026, its #176 holding.
Boyd Watterson Asset Management first reported a position in Waste Management in Q4 2022 and has held it in 14 quarters since.
Boyd Watterson Asset Management's Waste Management position peaked at $111K in Q2 2024.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.