CA
WM icon

Clearstead Advisors’s Waste Management WM Stock Holding History

Clearstead 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 		$21.9M Sell
95,161
-2,137
-2% -$491K 0.2% 97
2025
Q4 		$21.4M Buy
97,298
+2,062
+2% +$439K 0.27% 80
2025
Q3 		$21M Buy
95,236
+2,266
+2% +$510K 0.28% 78
2025
Q2 		$21.3M Buy
92,970
+3,339
+4% +$775K 0.3% 77
2025
Q1 		$20.8M Buy
89,631
+838
+0.9% +$186K 0.32% 72
2024
Q4 		$17.9M Buy
88,793
+1,868
+2% +$401K 0.27% 87
2024
Q3 		$18M Sell
86,925
-166
-0.2% -$34.6K 0.28% 79
2024
Q2 		$18.6M Buy
87,091
+81,665
+1,505% +$17M 0.32% 70
2024
Q1 		$1.14M Buy
5,426
+408
+8% +$80.2K 0.06% 213
2023
Q4 		$899K Sell
5,018
-6,073
-55% -$1.02M 0.05% 233
2023
Q3 		$1.69M Buy
11,091
+7,969
+255% +$1.29M 0.05% 231
2023
Q2 		$541K Sell
3,122
-101
-3% -$16.7K 0.03% 283
2023
Q1 		$526K Sell
3,223
-228
-7% -$34.9K 0.04% 250
2022
Q4 		$541K Buy
3,451
+275
+9% +$44.3K 0.04% 248
2022
Q3 		$509K Sell
3,176
-83
-3% -$13.7K 0.05% 223
2022
Q2 		$499K Buy
3,259
+883
+37% +$138K 0.04% 249
2022
Q1 		$377K Buy
2,376
+687
+41% +$104K 0.03% 306
2021
Q4 		$282K Buy
1,689
+74
+5% +$11.9K 0.02% 338
2021
Q3 		$241K Sell
1,615
-366
-18% -$54.8K 0.02% 343
2021
Q2 		$278K Buy
1,981
+307
+18% +$42.4K 0.02% 301
2021
Q1 		$216K Buy
1,674
+6
+0.4% +$701 0.02% 323
2020
Q4 		$197K Sell
1,668
-96
-5% -$11.2K 0.02% 322
2020
Q3 		$200K Buy
1,764
+96
+6% +$10.6K 0.02% 278
2020
Q2 		$177K Buy
1,668
+355
+27% +$35.8K 0.02% 285
2020
Q1 		$122K Buy
+1,313
New +$151K 0.02% 304

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

Clearstead Advisors's WM Position: Q1 2026 in Review

Clearstead Advisors reduced its Waste Management (WM) stake by 2.2% in Q1 2026, selling an estimated $491K and leaving 95,161 shares worth $21.9M. The position accounts for 0.2% of the portfolio, ranked #97.

Clearstead Advisors first reported a position in WM in Q1 2020 and has held it in 25 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Clearstead Advisors held 95,161 shares of Waste Management worth $21.9M as of Q1 2026.
  • Clearstead Advisors sold 2,137 Waste Management shares in Q1 2026, an estimated $491K.
  • Waste Management made up 0.2% of Clearstead Advisors's portfolio in Q1 2026, its #97 holding.
  • Clearstead Advisors first reported a position in Waste Management in Q1 2020 and has held it in 25 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.