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Crewe Advisors’s Waste Management WM Stock Holding History

Crewe 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 		$260K Sell
1,165
-95
-8% -$21.1K 0.02% 200
2026
Q1 		$290K Buy
1,260
+32
+3% +$7.35K 0.02% 178
2025
Q4 		$270K Buy
1,228
+2
+0.2% +$426 0.02% 181
2025
Q3 		$271K Sell
1,226
-44
-3% -$9.91K 0.03% 175
2025
Q2 		$291K Buy
1,270
+39
+3% +$9.05K 0.04% 123
2025
Q1 		$285K Buy
1,231
+11
+0.9% +$2.44K 0.04% 115
2024
Q4 		$246K Sell
1,220
-24
-2% -$5.16K 0.03% 131
2024
Q3 		$258K Sell
1,244
-10
-0.8% -$2.09K 0.03% 126
2024
Q2 		$268K Sell
1,254
-315
-20% -$65.5K 0.03% 149
2024
Q1 		$334K Buy
+1,569
New +$308K 0.04% 131
2023
Q3 		– Sell
-1,043
Closed -$181K – 927
2023
Q2 		$181K Sell
1,043
-95
-8% -$15.7K 0.03% 150
2023
Q1 		$186K Sell
1,138
-45
-4% -$6.89K 0.03% 165
2022
Q4 		$186K Sell
1,183
-97
-8% -$15.6K 0.03% 160
2022
Q3 		$205K Buy
1,280
+38
+3% +$6.27K 0.04% 143
2022
Q2 		$190K Buy
1,242
+312
+34% +$48.9K 0.04% 139
2022
Q1 		$148K Buy
930
+630
+210% +$95.5K 0.03% 140
2021
Q4 		$50K Buy
300
+135
+82% +$21.7K 0.01% 186
2021
Q3 		$25K Hold
165
– – 0.01% 200
2021
Q2 		$23K Hold
165
– – 0.01% 210
2021
Q1 		$21K Hold
165
– – 0.01% 220
2020
Q4 		$19K Sell
165
-16
-9% -$1.87K 0.01% 207
2020
Q3 		$20K Buy
+181
New +$20K 0.01% 185

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

Crewe Advisors's WM Position: Q2 2026 in Review

Crewe Advisors reduced its Waste Management (WM) stake by 7.5% in Q2 2026, selling an estimated $21.1K and leaving 1,165 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #200.

Crewe Advisors first reported a position in WM in Q3 2020 and has held it in 22 quarters since. The position peaked at $334K in Q1 2024. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Crewe Advisors held 1,165 shares of Waste Management worth $260K as of Q2 2026.
  • Crewe Advisors sold 95 Waste Management shares in Q2 2026, an estimated $21.1K.
  • Waste Management made up 0.02% of Crewe Advisors's portfolio in Q2 2026, its #200 holding.
  • Crewe Advisors first reported a position in Waste Management in Q3 2020 and has held it in 22 quarters since.
  • Crewe Advisors's Waste Management position peaked at $334K in Q1 2024.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.