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Concurrent Investment Advisors’s Waste Management WM Stock Holding History

Concurrent Investment 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 		$9.24M Buy
40,208
+1,842
+5% +$423K 0.1% 222
2025
Q4 		$8.43M Buy
38,366
+9,642
+34% +$2.06M 0.1% 224
2025
Q3 		$6.34M Buy
28,724
+331
+1% +$74.5K 0.11% 199
2025
Q2 		$6.5M Buy
28,393
+1,849
+7% +$429K 0.13% 179
2025
Q1 		$6.15M Buy
26,544
+6,298
+31% +$1.39M 0.15% 148
2024
Q4 		$4.09M Buy
20,246
+265
+1% +$56.9K 0.11% 187
2024
Q3 		$4.15M Sell
19,981
-5,457
-21% -$1.14M 0.12% 177
2024
Q2 		$5.43M Buy
25,438
+10,303
+68% +$2.14M 0.18% 125
2024
Q1 		$3.23M Sell
15,135
-1,548
-9% -$304K 0.13% 171
2023
Q4 		$2.99M Buy
+16,683
New +$2.8M 0.14% 159

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

Concurrent Investment Advisors's WM Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Waste Management (WM) stake by 4.8% in Q1 2026, buying an estimated $423K and bringing the position to 40,208 shares worth $9.24M. The position accounts for 0.1% of the portfolio, ranked #222.

Concurrent Investment Advisors first reported a position in WM in Q4 2023 and has held it in 10 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Concurrent Investment Advisors held 40,208 shares of Waste Management worth $9.24M as of Q1 2026.
  • Concurrent Investment Advisors bought 1,842 Waste Management shares in Q1 2026, an estimated $423K.
  • Waste Management made up 0.1% of Concurrent Investment Advisors's portfolio in Q1 2026, its #222 holding.
  • Concurrent Investment Advisors first reported a position in Waste Management in Q4 2023 and has held it in 10 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

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