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Capital Square’s Waste Management WM Stock Holding History

Capital Square’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 		$281K Sell
1,225
-338
-22% -$77.7K 0.13% 170
2025
Q4 		$343K Buy
1,563
+516
+49% +$110K 0.18% 130
2025
Q3 		$231K Hold
1,047
– – 0.12% 167
2025
Q2 		$237K Hold
1,047
– – 0.13% 169
2025
Q1 		$242K Hold
1,047
– – 0.14% 151
2024
Q4 		$219K Buy
+1,047
New +$225K 0.12% 160
2020
Q2 		– Sell
-772
Closed -$71K – 290
2020
Q1 		$71K Buy
+772
New +$88.6K 0.08% 173

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

Capital Square's WM Position: Q1 2026 in Review

Capital Square reduced its Waste Management (WM) stake by 22% in Q1 2026, selling an estimated $77.7K and leaving 1,225 shares worth $281K. The position accounts for 0.13% of the portfolio, ranked #170.

Capital Square first reported a position in WM in Q1 2020 and has held it in 7 quarters since. The position peaked at $343K in Q4 2025. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Capital Square held 1,225 shares of Waste Management worth $281K as of Q1 2026.
  • Capital Square sold 338 Waste Management shares in Q1 2026, an estimated $77.7K.
  • Waste Management made up 0.13% of Capital Square's portfolio in Q1 2026, its #170 holding.
  • Capital Square first reported a position in Waste Management in Q1 2020 and has held it in 7 quarters since.
  • Capital Square's Waste Management position peaked at $343K in Q4 2025.
  • 2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.