Central Valley Advisors’s Waste Management WM Stock Holding History

Central Valley Advisors’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	$578K	Hold	2,593	–	–	0.15%	112
2026 Q1	$596K	Sell	2,593 -186	-7%	-$42.7K	0.16%	102
2025 Q4	$611K	Hold	2,779	–	–	0.18%	91
2025 Q3	$614K	Sell	2,779 -133	-5%	-$30K	0.19%	88
2025 Q2	$666K	Hold	2,912	–	–	0.23%	73
2025 Q1	$674K	Sell	2,912 -2,800	-49%	-$620K	0.26%	70
2024 Q4	$1.15M	Buy	5,712 +2	+0%	+$430	0.52%	51
2024 Q3	$1.19M	Sell	5,710 -44	-0.8%	-$9.18K	0.67%	42
2024 Q2	$654K	Sell	5,754 -22	-0.4%	-$4.57K	0.28%	60
2024 Q1	$1.23M	Sell	5,776 -31	-0.5%	-$6.09K	0.64%	45
2023 Q4	$1.04M	Buy	+5,807	New	+$974K	0.61%	50

Other funds holding WM

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Central Valley Advisors's WM Position: Q2 2026 in Review

Central Valley Advisors held its Waste Management (WM) position steady in Q2 2026 at 2,593 shares worth $578K. The position accounts for 0.15% of the portfolio, ranked #112.

Central Valley Advisors first reported a position in WM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.23M in Q1 2024. 1,094 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Central Valley Advisors held 2,593 shares of Waste Management worth $578K as of Q2 2026.
Central Valley Advisors left its Waste Management share count unchanged in Q2 2026.
Waste Management made up 0.15% of Central Valley Advisors's portfolio in Q2 2026, its #112 holding.
Central Valley Advisors first reported a position in Waste Management in Q4 2023 and has held it in 11 quarters since.
Central Valley Advisors's Waste Management position peaked at $1.23M in Q1 2024.
1,094 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.