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Crestwood Advisors Group’s Waste Management WM Stock Holding History

Crestwood Advisors Group’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 		$1.03M Sell
4,613
-385
-8% -$85.6K 0.02% 317
2026
Q1 		$1.15M Sell
4,998
-809
-14% -$186K 0.02% 290
2025
Q4 		$1.28M Sell
5,807
-513
-8% -$109K 0.02% 257
2025
Q3 		$1.4M Sell
6,320
-768
-11% -$173K 0.02% 250
2025
Q2 		$1.62M Buy
7,088
+787
+12% +$183K 0.03% 229
2025
Q1 		$1.46M Buy
6,301
+4,241
+206% +$939K 0.03% 231
2024
Q4 		$416K Sell
2,060
-43
-2% -$9.24K 0.01% 331
2024
Q3 		$437K Buy
2,103
+26
+1% +$5.42K 0.01% 310
2024
Q2 		$443K Sell
2,077
-273
-12% -$56.7K 0.01% 295
2024
Q1 		$501K Buy
2,350
+300
+15% +$59K 0.01% 279
2023
Q4 		$367K Buy
2,050
+152
+8% +$25.5K 0.01% 303
2023
Q3 		$289K Buy
1,898
+297
+19% +$48.1K 0.01% 298
2023
Q2 		$278K Buy
1,601
+285
+22% +$47.1K 0.01% 220
2023
Q1 		$215K Sell
1,316
-174
-12% -$26.6K 0.01% 247
2022
Q4 		$234K Buy
+1,490
New +$240K 0.01% 241
2017
Q2 		– Sell
-880
Closed -$64K – 436
2017
Q1 		$64K Buy
+880
New +$62.8K 0.01% 228

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 $3.37T AUM 44.26% 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

Crestwood Advisors Group's WM Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Waste Management (WM) stake by 7.7% in Q2 2026, selling an estimated $85.6K and leaving 4,613 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #317.

Crestwood Advisors Group first reported a position in WM in Q1 2017 and has held it in 16 quarters since. The position peaked at $1.62M in Q2 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Crestwood Advisors Group held 4,613 shares of Waste Management worth $1.03M as of Q2 2026.
  • Crestwood Advisors Group sold 385 Waste Management shares in Q2 2026, an estimated $85.6K.
  • Waste Management made up 0.02% of Crestwood Advisors Group's portfolio in Q2 2026, its #317 holding.
  • Crestwood Advisors Group first reported a position in Waste Management in Q1 2017 and has held it in 16 quarters since.
  • Crestwood Advisors Group's Waste Management position peaked at $1.62M in Q2 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.