Clear Investment Research’s Waste Management WM Stock Holding History

Clear Investment Research’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	–	Sell	-12	Closed	-$2.76K	–	233
2026 Q1	$2.76K	Buy	+12	New	+$2.76K	﹤0.01%	198
2025 Q4	–	Sell	-13	Closed	-$2.87K	–	246
2025 Q3	$2.87K	Hold	13	–	–	﹤0.01%	211
2025 Q2	$2.98K	Buy	13 +1	+8%	+$232	﹤0.01%	185
2025 Q1	$2.78K	Sell	12 -2	-14%	-$443	﹤0.01%	184
2024 Q4	$2.83K	Buy	14 +2	+17%	+$430	﹤0.01%	183
2024 Q3	$2.49K	Hold	12	–	–	﹤0.01%	188
2024 Q2	$2.56K	Buy	12 +3	+33%	+$624	﹤0.01%	177
2024 Q1	$1.92K	Buy	9 +3	+50%	+$590	﹤0.01%	189
2023 Q4	$1.07K	Hold	6	–	–	﹤0.01%	247
2023 Q3	$915	Sell	6 -1	-14%	-$162	﹤0.01%	179
2023 Q2	$1.21K	Sell	7 -8	-53%	-$1.32K	﹤0.01%	174
2023 Q1	$2.45K	Buy	+15	New	+$2.3K	﹤0.01%	154

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

Clear Investment Research's WM Position: Q2 2026 in Review

Clear Investment Research sold out of Waste Management (WM) in Q2 2026, closing a stake of 12 shares — an estimated $2.76K sold.

Clear Investment Research first reported a position in WM in Q1 2023 and held it in 12 quarters. The position peaked at $2.98K in Q2 2025. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Clear Investment Research reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
Clear Investment Research sold 12 Waste Management shares in Q2 2026, an estimated $2.76K.
Clear Investment Research first reported a position in Waste Management in Q1 2023 and held it in 12 quarters.
Clear Investment Research's Waste Management position peaked at $2.98K in Q2 2025.
2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.