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Dougherty & Associates’s Waste Management WM Stock Holding History

Dougherty & Associates’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 		$959K Buy
4,302
+17
+0.4% +$3.78K 0.77% 29
2026
Q1 		$985K Sell
4,285
-91
-2% -$20.9K 0.9% 27
2025
Q4 		$962K Buy
+4,376
New +$933K 0.86% 28

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

Dougherty & Associates's WM Position: Q2 2026 in Review

Dougherty & Associates increased its Waste Management (WM) stake by 0.4% in Q2 2026, buying an estimated $3.78K and bringing the position to 4,302 shares worth $959K. The position accounts for 0.77% of the portfolio, ranked #29.

Dougherty & Associates first reported a position in WM in Q4 2025 and has held it in 3 quarters since. The position peaked at $985K in Q1 2026. 2,364 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Dougherty & Associates held 4,302 shares of Waste Management worth $959K as of Q2 2026.
  • Dougherty & Associates bought 17 Waste Management shares in Q2 2026, an estimated $3.78K.
  • Waste Management made up 0.77% of Dougherty & Associates's portfolio in Q2 2026, its #29 holding.
  • Dougherty & Associates first reported a position in Waste Management in Q4 2025 and has held it in 3 quarters since.
  • Dougherty & Associates's Waste Management position peaked at $985K in Q1 2026.
  • 2,364 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Dougherty & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.