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Delos Wealth Advisors’s Waste Management WM Stock Holding History

Delos Wealth 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
Q1 		$118K Hold
515
– – 0.07% 104
2025
Q4 		$113K Hold
515
– – 0.07% 70
2025
Q3 		$114K Sell
515
-50
-9% -$11.3K 0.08% 74
2025
Q2 		$129K Buy
+565
New +$131K 0.1% 64
2025
Q1 		– Sell
-565
Closed -$114K – 192
2024
Q4 		$114K Sell
565
-153
-21% -$32.9K 0.09% 57
2024
Q3 		$149K Buy
718
+50
+7% +$10.4K 0.13% 60
2024
Q2 		$143K Sell
668
-143
-18% -$29.7K 0.14% 61
2024
Q1 		$173K Sell
811
-189
-19% -$37.1K 0.19% 48
2023
Q4 		$179K Sell
1,000
-1,300
-57% -$218K 0.26% 36
2023
Q3 		$361K Hold
2,300
– – 0.44% 37
2023
Q2 		$399K Sell
2,300
-1,379
-37% -$228K 0.51% 34
2023
Q1 		$600K Sell
3,679
-12,961
-78% -$1.99M 0.76% 34
2022
Q4 		$2.61M Buy
16,640
+43
+0.3% +$6.92K 4.03% 9
2022
Q3 		$2.66M Buy
16,597
+9
+0.1% +$1.49K 3.18% 14
2022
Q2 		$2.54M Buy
16,588
+303
+2% +$47.5K 2.84% 14
2022
Q1 		$2.58M Buy
16,285
+1,396
+9% +$212K 2.54% 13
2021
Q4 		$2.48M Buy
14,889
+197
+1% +$31.7K 2.37% 15
2021
Q3 		$2.19M Buy
14,692
+638
+5% +$95.5K 2.41% 18
2021
Q2 		$1.97M Buy
+14,054
New +$1.94M 2.46% 15

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

Delos Wealth Advisors's WM Position: Q1 2026 in Review

Delos Wealth Advisors held its Waste Management (WM) position steady in Q1 2026 at 515 shares worth $118K. The position accounts for 0.07% of the portfolio, ranked #104.

Delos Wealth Advisors first reported a position in WM in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.66M in Q3 2022. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Delos Wealth Advisors held 515 shares of Waste Management worth $118K as of Q1 2026.
  • Delos Wealth Advisors left its Waste Management share count unchanged in Q1 2026.
  • Waste Management made up 0.07% of Delos Wealth Advisors's portfolio in Q1 2026, its #104 holding.
  • Delos Wealth Advisors first reported a position in Waste Management in Q2 2021 and has held it in 19 quarters since.
  • Delos Wealth Advisors's Waste Management position peaked at $2.66M in Q3 2022.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.