Caldwell Sutter Capital
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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
Q3 		$814K Buy
3,991
+12
+0.3% +$2.69K 0.3% 81
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% -$7.6K 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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Caldwell Sutter Capital's WM Position: Q3 2026 in Review

Caldwell Sutter Capital increased its Waste Management (WM) stake by 0.3% in Q3 2026, buying an estimated $2.69K and bringing the position to 3,991 shares worth $814K. The position accounts for 0.3% of the portfolio, ranked #81.

Caldwell Sutter Capital first reported a position in WM in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.18M in Q1 2025. 1,951 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Caldwell Sutter Capital held 3,991 shares of Waste Management worth $814K as of Q3 2026.
  • Caldwell Sutter Capital bought 12 Waste Management shares in Q3 2026, an estimated $2.69K.
  • Waste Management made up 0.3% of Caldwell Sutter Capital's portfolio in Q3 2026, its #81 holding.
  • Caldwell Sutter Capital first reported a position in Waste Management in Q1 2023 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's Waste Management position peaked at $1.18M in Q1 2025.
  • 1,951 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.