CF
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Claris Financial’s Waste Management WM Stock Holding History

Claris Financial’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 		– Sell
-1,415
Closed -$311K – 193
2025
Q4 		$311K Buy
1,415
+123
+10% +$26.2K 0.17% 124
2025
Q3 		$285K Sell
1,292
-5
-0.4% -$1.13K 0.16% 125
2025
Q2 		$297K Sell
1,297
-431
-25% -$100K 0.22% 106
2025
Q1 		$349K Hold
1,728
– – 0.23% 101
2024
Q4 		$349K Buy
+1,728
New +$371K 0.23% 101

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

Claris Financial's WM Position: Q1 2026 in Review

Claris Financial sold out of Waste Management (WM) in Q1 2026, closing a stake of 1,415 shares — an estimated $311K sold.

Claris Financial first reported a position in WM in Q4 2024 and held it in 5 quarters. The position peaked at $349K in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Claris Financial reported no remaining Waste Management position as of Q1 2026 after selling out during the quarter.
  • Claris Financial sold 1,415 Waste Management shares in Q1 2026, an estimated $311K.
  • Claris Financial first reported a position in Waste Management in Q4 2024 and held it in 5 quarters.
  • Claris Financial's Waste Management position peaked at $349K in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.