Charter Research & Investment Group’s Waste Management WM Stock Holding History

Charter Research & Investment Group’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	$228K	Hold	1,025	–	–	0.14%	83
2026 Q1	$236K	Buy	1,025 +15	+1%	+$3.45K	0.16%	79
2025 Q4	$222K	Hold	1,010	–	–	0.15%	78
2025 Q3	$223K	Hold	1,010	–	–	0.15%	80
2025 Q2	$231K	Sell	1,010 -40	-4%	-$9.28K	0.17%	75
2025 Q1	$243K	Hold	1,050	–	–	0.19%	75
2024 Q4	$212K	Hold	1,050	–	–	0.16%	78
2024 Q3	$218K	Hold	1,050	–	–	0.16%	79
2024 Q2	$224K	Sell	1,050 -375	-26%	-$78K	0.18%	74
2024 Q1	$304K	Hold	1,425	–	–	0.24%	69
2023 Q4	$255K	Hold	1,425	–	–	0.21%	71
2023 Q3	$217K	Hold	1,425	–	–	0.2%	71
2023 Q2	$247K	Hold	1,425	–	–	0.21%	68
2023 Q1	$233K	Hold	1,425	–	–	0.2%	70
2022 Q4	$224K	Hold	1,425	–	–	0.21%	72
2022 Q3	$228K	Hold	1,425	–	–	0.23%	70
2022 Q2	$218K	Hold	1,425	–	–	0.2%	72
2022 Q1	$226K	Hold	1,425	–	–	0.18%	78
2021 Q4	$238K	Hold	1,425	–	–	0.19%	77
2021 Q3	$213K	Buy	+1,425	New	+$213K	0.18%	78

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Charter Research & Investment Group's WM Position: Q2 2026 in Review

Charter Research & Investment Group held its Waste Management (WM) position steady in Q2 2026 at 1,025 shares worth $228K. The position accounts for 0.14% of the portfolio, ranked #83.

Charter Research & Investment Group first reported a position in WM in Q3 2021 and has held it in 20 quarters since. The position peaked at $304K in Q1 2024. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Charter Research & Investment Group held 1,025 shares of Waste Management worth $228K as of Q2 2026.
Charter Research & Investment Group left its Waste Management share count unchanged in Q2 2026.
Waste Management made up 0.14% of Charter Research & Investment Group's portfolio in Q2 2026, its #83 holding.
Charter Research & Investment Group first reported a position in Waste Management in Q3 2021 and has held it in 20 quarters since.
Charter Research & Investment Group's Waste Management position peaked at $304K in Q1 2024.
2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Charter Research & Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.