CBA
WM icon

Coastal Bridge Advisors’s Waste Management WM Stock Holding History

Coastal Bridge 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 		$897K Hold
3,904
– – 0.06% 231
2025
Q4 		$858K Buy
3,904
+20
+0.5% +$4.26K 0.06% 235
2025
Q3 		$858K Sell
3,884
-10
-0.3% -$2.25K 0.07% 226
2025
Q2 		$891K Buy
3,894
+100
+3% +$23.2K 0.07% 221
2025
Q1 		$878K Buy
+3,794
New +$840K 0.22% 110

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 $37.4B AUM 35.42% 1-Year Est. Return

Coastal Bridge Advisors's WM Position: Q1 2026 in Review

Coastal Bridge Advisors held its Waste Management (WM) position steady in Q1 2026 at 3,904 shares worth $897K. The position accounts for 0.06% of the portfolio, ranked #231.

Coastal Bridge Advisors first reported a position in WM in Q1 2025 and has held it in 5 quarters since. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Coastal Bridge Advisors held 3,904 shares of Waste Management worth $897K as of Q1 2026.
  • Coastal Bridge Advisors left its Waste Management share count unchanged in Q1 2026.
  • Waste Management made up 0.06% of Coastal Bridge Advisors's portfolio in Q1 2026, its #231 holding.
  • Coastal Bridge Advisors first reported a position in Waste Management in Q1 2025 and has held it in 5 quarters since.
  • 2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.