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Caldwell Sutter Capital’s Waste Management WM Stock Holding History

Caldwell Sutter Capital’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 		$887K Buy
3,979
+15
+0.4% +$3.34K 0.33% 74
2026
Q1 		$911K Sell
3,964
-890
-18% -$204K 0.37% 74
2025
Q4 		$1.07M Buy
4,854
+5
+0.1% +$1.07K 0.45% 53
2025
Q3 		$1.07M Sell
4,849
-250
-5% -$56.3K 0.46% 58
2025
Q2 		$1.17M Hold
5,099
– – 0.53% 45
2025
Q1 		$1.18M Sell
5,099
-500
-9% -$111K 0.56% 45
2024
Q4 		$1.13M Buy
5,599
+2,051
+58% +$441K 0.53% 50
2024
Q3 		$737K Hold
3,548
– – 0.34% 78
2024
Q2 		$757K Sell
3,548
-80
-2% -$16.6K 0.37% 74
2024
Q1 		$773K Buy
3,628
+3,193
+734% +$627K 0.37% 75
2023
Q4 		$77.9K Hold
435
– – 0.04% 298
2023
Q3 		$66.3K Sell
435
-47
-10% -$7.61K 0.04% 301
2023
Q2 		$83.6K Buy
482
+102
+27% +$16.9K 0.04% 274
2023
Q1 		$62K Buy
+380
New +$58.2K 0.05% 227

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 $3.37T AUM 44.26% 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

Caldwell Sutter Capital's WM Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Waste Management (WM) stake by 0.38% in Q2 2026, buying an estimated $3.34K and bringing the position to 3,979 shares worth $887K. The position accounts for 0.33% of the portfolio, ranked #74.

Caldwell Sutter Capital first reported a position in WM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.18M in Q1 2025. 2,373 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Caldwell Sutter Capital held 3,979 shares of Waste Management worth $887K as of Q2 2026.
  • Caldwell Sutter Capital bought 15 Waste Management shares in Q2 2026, an estimated $3.34K.
  • Waste Management made up 0.33% of Caldwell Sutter Capital's portfolio in Q2 2026, its #74 holding.
  • Caldwell Sutter Capital first reported a position in Waste Management in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's Waste Management position peaked at $1.18M in Q1 2025.
  • 2,373 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.