DBRC
WM icon

D.B. Root & Company’s Waste Management WM Stock Holding History

D.B. Root & Company’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 		$331K Sell
1,440
-70
-5% -$16.1K 0.08% 147
2025
Q4 		$332K Sell
1,510
-85
-5% -$18.1K 0.08% 145
2025
Q3 		$352K Sell
1,595
-8
-0.5% -$1.8K 0.09% 136
2025
Q2 		$367K Buy
1,603
+47
+3% +$10.9K 0.11% 131
2025
Q1 		$360K Buy
1,556
+59
+4% +$13.1K 0.12% 121
2024
Q4 		$302K Buy
1,497
+25
+2% +$5.37K 0.1% 138
2024
Q3 		$306K Buy
1,472
+130
+10% +$27.1K 0.1% 137
2024
Q2 		$286K Buy
1,342
+150
+13% +$31.2K 0.1% 161
2024
Q1 		$254K Buy
+1,192
New +$234K 0.09% 159

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 $34.1B AUM 20.22% 1-Year Est. Return

D.B. Root & Company's WM Position: Q1 2026 in Review

D.B. Root & Company reduced its Waste Management (WM) stake by 4.6% in Q1 2026, selling an estimated $16.1K and leaving 1,440 shares worth $331K. The position accounts for 0.08% of the portfolio, ranked #147.

D.B. Root & Company first reported a position in WM in Q1 2024 and has held it in 9 quarters since. The position peaked at $367K in Q2 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • D.B. Root & Company held 1,440 shares of Waste Management worth $331K as of Q1 2026.
  • D.B. Root & Company sold 70 Waste Management shares in Q1 2026, an estimated $16.1K.
  • Waste Management made up 0.08% of D.B. Root & Company's portfolio in Q1 2026, its #147 holding.
  • D.B. Root & Company first reported a position in Waste Management in Q1 2024 and has held it in 9 quarters since.
  • D.B. Root & Company's Waste Management position peaked at $367K in Q2 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.