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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
Q2 		$3.62M Sell
16,252
-190
-1% -$42.3K 0.07% 249
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 $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

Callan Family Office's WM Position: Q2 2026 in Review

Callan Family Office reduced its Waste Management (WM) stake by 1.2% in Q2 2026, selling an estimated $42.3K and leaving 16,252 shares worth $3.62M. The position accounts for 0.07% of the portfolio, ranked #249.

Callan Family Office first reported a position in WM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.78M in Q1 2026. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Callan Family Office held 16,252 shares of Waste Management worth $3.62M as of Q2 2026.
  • Callan Family Office sold 190 Waste Management shares in Q2 2026, an estimated $42.3K.
  • Waste Management made up 0.07% of Callan Family Office's portfolio in Q2 2026, its #249 holding.
  • Callan Family Office first reported a position in Waste Management in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Waste Management position peaked at $3.78M in Q1 2026.
  • 2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.