Choate Investment Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $921K | Sell |
4,132
-60
| -1% | -$13.3K | 0.02% | 243 |
|
|
2026
Q1 | $963K | Buy |
4,192
+193
| +5% | +$44.3K | 0.02% | 239 |
|
|
2025
Q4 | $879K | Hold |
3,999
| – | – | 0.02% | 243 |
|
|
2025
Q3 | $883K | Hold |
3,999
| – | – | 0.02% | 217 |
|
|
2025
Q2 | $915K | Sell |
3,999
-22
| -0.5% | -$5.1K | 0.02% | 206 |
|
|
2025
Q1 | $931K | Sell |
4,021
-2,936
| -42% | -$650K | 0.02% | 196 |
|
|
2024
Q4 | $1.4M | Buy |
6,957
+1,420
| +26% | +$305K | 0.03% | 158 |
|
|
2024
Q3 | $1.15M | Buy |
5,537
+44
| +0.8% | +$9.18K | 0.03% | 183 |
|
|
2024
Q2 | $1.17M | Buy |
5,493
+191
| +4% | +$39.7K | 0.03% | 178 |
|
|
2024
Q1 | $1.13M | Buy |
5,302
+988
| +23% | +$194K | 0.03% | 188 |
|
|
2023
Q4 | $773K | Buy |
4,314
+182
| +4% | +$30.5K | 0.02% | 211 |
|
|
2023
Q3 | $630K | Buy |
4,132
+840
| +26% | +$136K | 0.02% | 217 |
|
|
2023
Q2 | $571K | Buy |
3,292
+140
| +4% | +$23.1K | 0.02% | 192 |
|
|
2023
Q1 | $514K | Hold |
3,152
| – | – | 0.02% | 181 |
|
|
2022
Q4 | $494K | Hold |
3,152
| – | – | 0.03% | 183 |
|
|
2022
Q3 | $505K | Sell |
3,152
-12
| -0.4% | -$1.98K | 0.03% | 161 |
|
|
2022
Q2 | $484K | Hold |
3,164
| – | – | 0.03% | 170 |
|
|
2022
Q1 | $501K | Sell |
3,164
-49
| -2% | -$7.43K | 0.03% | 196 |
|
|
2021
Q4 | $536K | Buy |
3,213
+49
| +2% | +$7.88K | 0.03% | 176 |
|
|
2021
Q3 | $473K | Sell |
3,164
-24
| -0.8% | -$3.59K | 0.03% | 183 |
|
|
2021
Q2 | $447K | Buy |
3,188
+12
| +0.4% | +$1.66K | 0.03% | 187 |
|
|
2021
Q1 | $410K | Sell |
3,176
-34
| -1% | -$3.97K | 0.03% | 193 |
|
|
2020
Q4 | $379K | Buy |
3,210
+140
| +5% | +$16.3K | 0.02% | 186 |
|
|
2020
Q3 | $347K | Hold |
3,070
| – | – | 0.02% | 190 |
|
|
2020
Q2 | $325K | Hold |
3,070
| – | – | 0.02% | 190 |
|
|
2020
Q1 | $284K | Hold |
3,070
| – | – | 0.02% | 201 |
|
|
2019
Q4 | $350K | Buy |
3,070
+34
| +1% | +$3.84K | 0.02% | 183 |
|
|
2019
Q3 | $349K | Buy |
3,036
+36
| +1% | +$4.2K | 0.02% | 184 |
|
|
2019
Q2 | $346K | Hold |
3,000
| – | – | 0.02% | 185 |
|
|
2019
Q1 | $312K | Hold |
3,000
| – | – | 0.02% | 199 |
|
|
2018
Q4 | $267K | Hold |
3,000
| – | – | 0.02% | 193 |
|
|
2018
Q3 | $271K | Sell |
3,000
-44
| -1% | -$3.9K | 0.02% | 174 |
|
|
2018
Q2 | $248K | Hold |
3,044
| – | – | 0.01% | 208 |
|
|
2018
Q1 | $256K | Sell |
3,044
-91
| -3% | -$7.81K | 0.01% | 211 |
|
|
2017
Q4 | $271K | Hold |
3,135
| – | – | 0.01% | 210 |
|
|
2017
Q3 | $245K | Hold |
3,135
| – | – | 0.01% | 221 |
|
|
2017
Q2 | $230K | Sell |
3,135
-89
| -3% | -$6.48K | 0.01% | 227 |
|
|
2017
Q1 | $235K | Buy |
3,224
+22
| +0.7% | +$1.57K | 0.01% | 229 |
|
|
2016
Q4 | $227K | Sell |
3,202
-68
| -2% | -$4.55K | 0.01% | 223 |
|
|
2016
Q3 | $208K | Buy |
3,270
+207
| +7% | +$13.5K | 0.01% | 229 |
|
|
2016
Q2 | $203K | Buy |
+3,063
| New | +$185K | 0.01% | 226 |
|
Other funds holding WM
Choate Investment Advisors's WM Position: Q2 2026 in Review
Choate Investment Advisors reduced its Waste Management (WM) stake by 1.4% in Q2 2026, selling an estimated $13.3K and leaving 4,132 shares worth $921K. The position accounts for 0.02% of the portfolio, ranked #243.
Choate Investment Advisors first reported a position in WM in Q2 2016 and has held it in 41 quarters since. The position peaked at $1.4M in Q4 2024. 2,355 funds tracked by Wall St. Rank hold WM as of Q2 2026.
- Choate Investment Advisors held 4,132 shares of Waste Management worth $921K as of Q2 2026.
- Choate Investment Advisors sold 60 Waste Management shares in Q2 2026, an estimated $13.3K.
- Waste Management made up 0.02% of Choate Investment Advisors's portfolio in Q2 2026, its #243 holding.
- Choate Investment Advisors first reported a position in Waste Management in Q2 2016 and has held it in 41 quarters since.
- Choate Investment Advisors's Waste Management position peaked at $1.4M in Q4 2024.
- 2,355 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.
Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.