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Bruce G. Allen Investments’s Waste Management WM Stock Holding History

Bruce G. Allen 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
Q1 		$17K Hold
74
– – 0.01% 424
2025
Q4 		$16.3K Sell
74
-22
-23% -$4.69K 0.01% 422
2025
Q3 		$21.2K Sell
96
-14
-13% -$3.15K 0.02% 395
2025
Q2 		$25.2K Hold
110
– – 0.02% 360
2025
Q1 		$25.5K Buy
110
+17
+18% +$3.77K 0.02% 354
2024
Q4 		$18.8K Buy
93
+15
+19% +$3.22K 0.02% 389
2024
Q3 		$16.2K Hold
78
– – 0.01% 415
2024
Q2 		$16.6K Sell
78
-17
-18% -$3.53K 0.01% 393
2024
Q1 		$20.2K Buy
95
+36
+61% +$7.08K 0.02% 377
2023
Q4 		$10.6K Buy
+59
New +$9.89K 0.01% 470

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

Bruce G. Allen Investments's WM Position: Q1 2026 in Review

Bruce G. Allen Investments held its Waste Management (WM) position steady in Q1 2026 at 74 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #424.

Bruce G. Allen Investments first reported a position in WM in Q4 2023 and has held it in 10 quarters since. The position peaked at $25.5K in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Bruce G. Allen Investments held 74 shares of Waste Management worth $17K as of Q1 2026.
  • Bruce G. Allen Investments left its Waste Management share count unchanged in Q1 2026.
  • Waste Management made up 0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #424 holding.
  • Bruce G. Allen Investments first reported a position in Waste Management in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Waste Management position peaked at $25.5K in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.