Coppell Advisory Solutions’s Waste Management WM Stock Holding History

Coppell Advisory Solutions’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	$1.1M	Buy	+7,531	New	+$1.67M	0.09%	179
2026 Q1	–	Sell	-4,823	Closed	-$1.07M	–	375
2025 Q4	$1.07M	Buy	4,823 +495	+11%	+$106K	0.11%	157
2025 Q3	$950K	Buy	+4,328	New	+$975K	0.1%	177
2025 Q1	–	Sell	-648	Closed	-$131K	–	1881
2024 Q4	$131K	Buy	648 +48	+8%	+$10.3K	0.02%	365
2024 Q3	$123K	Sell	600 -67	-10%	-$14K	0.02%	360
2024 Q2	$142K	Buy	+667	New	+$139K	0.02%	319
2023 Q4	$36.4K	Sell	203 -100	-33%	-$16.8K	0.01%	570
2023 Q3	$47.5K	Hold	303	–	–	0.02%	311
2023 Q2	$51.4K	Buy	+303	New	+$50.1K	0.01%	359
2023 Q1	–	Sell	-303	Closed	-$47.5K	–	1089
2022 Q4	$47.5K	Buy	+303	New	+$48.8K	0.02%	313

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 $3.37T AUM 44.26% 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

Coppell Advisory Solutions's WM Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Waste Management (WM) in Q2 2026: 7,531 shares worth $1.1M. The stake represents 0.09% of the portfolio and ranks #179 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in WM as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in WM in Q4 2022 and has held it in 10 quarters since. 2,369 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Coppell Advisory Solutions held 7,531 shares of Waste Management worth $1.1M as of Q2 2026.
Waste Management was a new Coppell Advisory Solutions position in Q2 2026.
Waste Management made up 0.09% of Coppell Advisory Solutions's portfolio in Q2 2026, its #179 holding.
Coppell Advisory Solutions first reported a position in Waste Management in Q4 2022 and has held it in 10 quarters since.
2,369 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.