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Callan Family Office’s Waste Management WM Stock Holding History

Callan Family Office’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 		$3.78M Sell
16,442
-650
-4% -$149K 0.09% 233
2025
Q4 		$3.76M Buy
17,092
+2,706
+19% +$577K 0.08% 234
2025
Q3 		$3.18M Sell
14,386
-1,810
-11% -$408K 0.1% 206
2025
Q2 		$3.71M Buy
16,196
+10,886
+205% +$2.53M 0.12% 189
2025
Q1 		$1.23M Sell
5,310
-6,245
-54% -$1.38M 0.09% 185
2024
Q4 		$2.33M Buy
+11,555
New +$2.48M 0.15% 129

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

Callan Family Office's WM Position: Q1 2026 in Review

Callan Family Office reduced its Waste Management (WM) stake by 3.8% in Q1 2026, selling an estimated $149K and leaving 16,442 shares worth $3.78M. The position accounts for 0.09% of the portfolio, ranked #233.

Callan Family Office first reported a position in WM in Q4 2024 and has held it in 6 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Callan Family Office held 16,442 shares of Waste Management worth $3.78M as of Q1 2026.
  • Callan Family Office sold 650 Waste Management shares in Q1 2026, an estimated $149K.
  • Waste Management made up 0.09% of Callan Family Office's portfolio in Q1 2026, its #233 holding.
  • Callan Family Office first reported a position in Waste Management in Q4 2024 and has held it in 6 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.