Chad R. Baker’s Waste Management WM Stock Holding History

Chad R. Baker’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	$15.9M	Hold	71,535	–	–	2.57%	15
2026 Q1	$16.4M	Sell	71,535 -7,980	-10%	-$1.83M	3.1%	11
2025 Q4	$17.7M	Hold	79,515	–	–	3.17%	11
2025 Q3	$17.6M	Sell	79,515 -6,000	-7%	-$1.35M	3.02%	10
2025 Q2	$19.6M	Hold	85,515	–	–	3.64%	7
2025 Q1	$19.8M	Sell	85,515 -15	-0%	-$3.32K	4.03%	5
2024 Q4	$17.3M	Hold	85,530	–	–	3.38%	8
2024 Q3	$17.8M	Hold	85,530	–	–	3.49%	10
2024 Q2	$18.2M	Sell	85,530 -40	-0%	-$8.31K	3.81%	7
2024 Q1	$18.2M	Buy	85,570 +330	+0.4%	+$64.9K	3.88%	6
2023 Q4	$15.3M	Buy	85,240 +210	+0.2%	+$35.2K	3.44%	9
2023 Q3	$13M	Hold	85,030	–	–	3.27%	10
2023 Q2	$14.7M	Sell	85,030 -995	-1%	-$164K	3.48%	9
2023 Q1	$14M	Buy	86,025 +710	+0.8%	+$109K	3.57%	7
2022 Q4	$13.4M	Sell	85,315 -125	-0.1%	-$20.1K	3.75%	4
2022 Q3	$13.7M	Sell	85,440 -35	-0%	-$5.78K	3.9%	4
2022 Q2	$13.1M	Hold	85,475	–	–	3.64%	7
2022 Q1	$13.5M	Sell	85,475 -45	-0.1%	-$6.82K	3.06%	9
2021 Q4	$14.3M	Hold	85,520	–	–	2.95%	13
2021 Q3	$12.8M	Hold	85,520	–	–	2.87%	13
2021 Q2	$12M	Hold	85,520	–	–	2.69%	14
2021 Q1	$11M	Sell	85,520 -105	-0.1%	-$12.3K	2.64%	17
2020 Q4	$10.1M	Hold	85,625	–	–	2.46%	19
2020 Q3	$9.69M	Hold	85,625	–	–	2.61%	12
2020 Q2	$9.07M	Hold	85,625	–	–	2.73%	12
2020 Q1	$7.92M	Hold	85,625	–	–	3.08%	10
2019 Q4	$9.76M	Hold	85,625	–	–	3.24%	6
2019 Q3	$9.85M	Hold	85,625	–	–	3.5%	5
2019 Q2	$9.88M	Hold	85,625	–	–	3.45%	6
2019 Q1	$8.9M	Hold	85,625	–	–	3.22%	7
2018 Q4	$7.62M	Hold	85,625	–	–	3.29%	6
2018 Q3	$7.74M	Hold	85,625	–	–	2.82%	8
2018 Q2	$6.96M	Hold	85,625	–	–	2.78%	10
2018 Q1	$7.2M	Hold	85,625	–	–	2.84%	10
2017 Q4	$7.39M	Hold	85,625	–	–	2.92%	11
2017 Q3	$6.7M	Hold	85,625	–	–	2.64%	13
2017 Q2	$6.28M	Hold	85,625	–	–	2.49%	14
2017 Q1	$6.24M	Sell	85,625 -175	-0.2%	-$12.5K	2.54%	13
2016 Q4	$6.08M	Sell	85,800 -650	-0.8%	-$43.5K	2.69%	8
2016 Q3	$5.51M	Hold	86,450	–	–	2.37%	12
2016 Q2	$5.73M	Hold	86,450	–	–	2.56%	11
2016 Q1	$5.1M	Sell	86,450 -425	-0.5%	-$23.5K	2.32%	13
2015 Q4	$4.64M	Buy	+86,875	New	+$4.62M	2.07%	18

Other funds holding WM

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

NIM

Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Chad R. Baker's WM Position: Q2 2026 in Review

Chad R. Baker held its Waste Management (WM) position steady in Q2 2026 at 71,535 shares worth $15.9M. The position accounts for 2.57% of the portfolio, ranked #15.

Chad R. Baker first reported a position in WM in Q4 2015 and has held it in 43 quarters since. The position peaked at $19.8M in Q1 2025. 396 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Chad R. Baker held 71,535 shares of Waste Management worth $15.9M as of Q2 2026.
Chad R. Baker left its Waste Management share count unchanged in Q2 2026.
Waste Management made up 2.57% of Chad R. Baker's portfolio in Q2 2026, its #15 holding.
Chad R. Baker first reported a position in Waste Management in Q4 2015 and has held it in 43 quarters since.
Chad R. Baker's Waste Management position peaked at $19.8M in Q1 2025.
396 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Chad R. Baker's 13F filing for Q2 2026, filed 16 Jul 2026.