BGAI
WM icon

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
Q2 		$27.4K Buy
123
+49
+66% +$10.9K 0.02% 366
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 $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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's WM Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Waste Management (WM) stake by 66% in Q2 2026, buying an estimated $10.9K and bringing the position to 123 shares worth $27.4K. The position accounts for 0.02% of the portfolio, ranked #366.

Bruce G. Allen Investments first reported a position in WM in Q4 2023 and has held it in 11 quarters since. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Bruce G. Allen Investments held 123 shares of Waste Management worth $27.4K as of Q2 2026.
  • Bruce G. Allen Investments bought 49 Waste Management shares in Q2 2026, an estimated $10.9K.
  • Waste Management made up 0.02% of Bruce G. Allen Investments's portfolio in Q2 2026, its #366 holding.
  • Bruce G. Allen Investments first reported a position in Waste Management in Q4 2023 and has held it in 11 quarters since.
  • 2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.