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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
Q2 		$9.52M Buy
42,732
+2,524
+6% +$561K 0.08% 269
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 $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Concurrent Investment Advisors's WM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Waste Management (WM) stake by 6.3% in Q2 2026, buying an estimated $561K and bringing the position to 42,732 shares worth $9.52M. The position accounts for 0.08% of the portfolio, ranked #269.

Concurrent Investment Advisors first reported a position in WM in Q4 2023 and has held it in 11 quarters since. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Concurrent Investment Advisors held 42,732 shares of Waste Management worth $9.52M as of Q2 2026.
  • Concurrent Investment Advisors bought 2,524 Waste Management shares in Q2 2026, an estimated $561K.
  • Waste Management made up 0.08% of Concurrent Investment Advisors's portfolio in Q2 2026, its #269 holding.
  • Concurrent Investment Advisors first reported a position in Waste Management in Q4 2023 and has held it in 11 quarters since.
  • 2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.