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CBIZ Investment Advisory Services’s Waste Management WM Stock Holding History

CBIZ Investment Advisory Services’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 		$1.84K Sell
8
-79
-91% -$18.2K ﹤0.01% 348
2025
Q4 		$19.1K Buy
87
+26
+43% +$5.54K ﹤0.01% 274
2025
Q3 		$13.5K Sell
61
-7
-10% -$1.58K ﹤0.01% 306
2025
Q2 		$15.6K Buy
68
+27
+66% +$6.26K ﹤0.01% 296
2025
Q1 		$9.49K Buy
+41
New +$9.08K ﹤0.01% 316
2020
Q1 		– Hold
0
– – – 109

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

CBIZ Investment Advisory Services's WM Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Waste Management (WM) stake by 91% in Q1 2026, selling an estimated $18.2K and leaving 8 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

CBIZ Investment Advisory Services first reported a position in WM in Q1 2025 and has held it in 5 quarters since. The position peaked at $19.1K in Q4 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • CBIZ Investment Advisory Services held 8 shares of Waste Management worth $1.84K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 79 Waste Management shares in Q1 2026, an estimated $18.2K.
  • Waste Management made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #348 holding.
  • CBIZ Investment Advisory Services first reported a position in Waste Management in Q1 2025 and has held it in 5 quarters since.
  • CBIZ Investment Advisory Services's Waste Management position peaked at $19.1K in Q4 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.