Corient IA’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$361K Hold
1,620
0.33% 94
2026
Q1
$372K Sell
1,620
-380
-19% -$87.3K 0.35% 99
2025
Q4
$439K Hold
2,000
0.41% 88
2025
Q3
$442K Sell
2,000
-50
-2% -$11.3K 0.33% 119
2025
Q2
$469K Sell
2,050
-700
-25% -$162K 0.28% 134
2025
Q1
$637K Buy
+2,750
New +$609K 0.45% 59

Other funds holding WM

Corient IA's WM Position: Q2 2026 in Review

Corient IA held its Waste Management (WM) position steady in Q2 2026 at 1,620 shares worth $361K. The position accounts for 0.33% of the portfolio, ranked #94.

Corient IA first reported a position in WM in Q1 2025 and has held it in 6 quarters since. The position peaked at $637K in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Corient IA held 1,620 shares of Waste Management worth $361K as of Q2 2026.
  • Corient IA left its Waste Management share count unchanged in Q2 2026.
  • Waste Management made up 0.33% of Corient IA's portfolio in Q2 2026, its #94 holding.
  • Corient IA first reported a position in Waste Management in Q1 2025 and has held it in 6 quarters since.
  • Corient IA's Waste Management position peaked at $637K in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.