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Claro Advisors’s Waste Management WM Stock Holding History

Claro 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
Q1 		$600K Buy
2,610
+233
+10% +$53.5K 0.07% 210
2025
Q4 		$522K Buy
2,377
+82
+4% +$17.5K 0.07% 214
2025
Q3 		$507K Sell
2,295
-957
-29% -$216K 0.07% 218
2025
Q2 		$744K Sell
3,252
-383
-11% -$88.8K 0.12% 158
2025
Q1 		$841K Sell
3,635
-949
-21% -$210K 0.11% 170
2024
Q4 		$925K Buy
4,584
+1,387
+43% +$298K 0.13% 150
2024
Q3 		$664K Buy
3,197
+379
+13% +$79.1K 0.09% 225
2024
Q2 		$601K Buy
2,818
+475
+20% +$98.7K 0.09% 215
2024
Q1 		$499K Buy
2,343
+285
+14% +$56K 0.09% 241
2023
Q4 		$369K Buy
2,058
+7
+0.3% +$1.17K 0.08% 259
2023
Q3 		$313K Buy
2,051
+191
+10% +$30.9K 0.08% 270
2023
Q2 		$323K Sell
1,860
-38
-2% -$6.28K 0.08% 256
2023
Q1 		$310K Buy
1,898
+95
+5% +$14.6K 0.09% 246
2022
Q4 		$283K Buy
1,803
+153
+9% +$24.6K 0.09% 233
2022
Q3 		$252K Hold
1,650
– – 0.1% 217
2022
Q2 		$252K Sell
1,650
-92
-5% -$14.4K 0.1% 217
2022
Q1 		$291K Hold
1,742
– – 0.1% 198
2021
Q4 		$291K Buy
1,742
+20
+1% +$3.22K 0.1% 198
2021
Q3 		$257K Buy
1,722
+163
+10% +$24.4K 0.11% 197
2021
Q2 		$218K Sell
1,559
-90
-5% -$12.4K 0.1% 214
2021
Q1 		$213K Buy
+1,649
New +$193K 0.11% 195
2020
Q1 		– Sell
-1,953
Closed -$223K – 191
2019
Q4 		$223K Buy
+1,953
New +$221K 0.17% 148
2019
Q1 		– Sell
-1,303
Closed -$118K – 938
2018
Q4 		$118K Buy
+1,303
New +$117K 0.09% 200

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

Claro Advisors's WM Position: Q1 2026 in Review

Claro Advisors increased its Waste Management (WM) stake by 9.8% in Q1 2026, buying an estimated $53.5K and bringing the position to 2,610 shares worth $600K. The position accounts for 0.07% of the portfolio, ranked #210.

Claro Advisors first reported a position in WM in Q4 2018 and has held it in 23 quarters since. The position peaked at $925K in Q4 2024. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Claro Advisors held 2,610 shares of Waste Management worth $600K as of Q1 2026.
  • Claro Advisors bought 233 Waste Management shares in Q1 2026, an estimated $53.5K.
  • Waste Management made up 0.07% of Claro Advisors's portfolio in Q1 2026, its #210 holding.
  • Claro Advisors first reported a position in Waste Management in Q4 2018 and has held it in 23 quarters since.
  • Claro Advisors's Waste Management position peaked at $925K in Q4 2024.
  • 2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.