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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
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
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

Coppell Advisory Solutions's WM Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Waste Management (WM) in Q1 2026, closing a stake of 4,823 shares — an estimated $1.07M sold.

Coppell Advisory Solutions first reported a position in WM in Q4 2022 and held it in 9 quarters. The position peaked at $1.07M in Q4 2025. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Waste Management position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 4,823 Waste Management shares in Q1 2026, an estimated $1.07M.
  • Coppell Advisory Solutions first reported a position in Waste Management in Q4 2022 and held it in 9 quarters.
  • Coppell Advisory Solutions's Waste Management position peaked at $1.07M in Q4 2025.
  • 2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.