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Duff & Phelps Investment Management’s Waste Management WM Stock Holding History

Duff & Phelps Investment Management’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 		$5.3M Sell
23,795
-19,772
-45% -$4.4M 0.05% 117
2026
Q1 		$10M Buy
43,567
+5,350
+14% +$1.23M 0.1% 99
2025
Q4 		$8.4M Buy
38,217
+15,214
+66% +$3.24M 0.1% 101
2025
Q3 		$5.08M Sell
23,003
-6,450
-22% -$1.45M 0.06% 116
2025
Q2 		$6.74M Sell
29,453
-11,887
-29% -$2.76M 0.08% 110
2025
Q1 		$9.57M Sell
41,340
-11,554
-22% -$2.56M 0.11% 103
2024
Q4 		$10.7M Sell
52,894
-1,356
-2% -$291K 0.13% 103
2024
Q3 		$11.3M Sell
54,250
-340
-0.6% -$70.9K 0.13% 106
2024
Q2 		$11.6M Sell
54,590
-11,126
-17% -$2.31M 0.15% 109
2024
Q1 		$14M Sell
65,716
-9,984
-13% -$1.96M 0.17% 112
2023
Q4 		$13.6M Sell
75,700
-18,000
-19% -$3.02M 0.16% 108
2023
Q3 		$14.3M Buy
93,700
+10,000
+12% +$1.62M 0.19% 101
2023
Q2 		$14.5M Hold
83,700
– – 0.18% 103
2023
Q1 		$13.7M Buy
83,700
+10,000
+14% +$1.53M 0.17% 104
2022
Q4 		$11.6M Hold
73,700
– – 0.14% 117
2022
Q3 		$11.8M Buy
+73,700
New +$12.2M 0.15% 113

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

Duff & Phelps Investment Management's WM Position: Q2 2026 in Review

Duff & Phelps Investment Management reduced its Waste Management (WM) stake by 45% in Q2 2026, selling an estimated $4.4M and leaving 23,795 shares worth $5.3M. The position accounts for 0.05% of the portfolio, ranked #117.

Duff & Phelps Investment Management first reported a position in WM in Q3 2022 and has held it in 16 quarters since. The position peaked at $14.5M in Q2 2023. 2,364 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Duff & Phelps Investment Management held 23,795 shares of Waste Management worth $5.3M as of Q2 2026.
  • Duff & Phelps Investment Management sold 19,772 Waste Management shares in Q2 2026, an estimated $4.4M.
  • Waste Management made up 0.05% of Duff & Phelps Investment Management's portfolio in Q2 2026, its #117 holding.
  • Duff & Phelps Investment Management first reported a position in Waste Management in Q3 2022 and has held it in 16 quarters since.
  • Duff & Phelps Investment Management's Waste Management position peaked at $14.5M in Q2 2023.
  • 2,364 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Duff & Phelps Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.