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Edgestream Partners’s Waste Management WM Stock Holding History

Edgestream Partners’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 		– Sell
-25,868
Closed -$5.68M – 1145
2025
Q4 		$5.68M Sell
25,868
-36,202
-58% -$7.72M 0.16% 206
2025
Q3 		$13.7M Buy
62,070
+59,673
+2,489% +$13.4M 0.4% 21
2025
Q2 		$548K Sell
2,397
-27,826
-92% -$6.45M 0.02% 720
2025
Q1 		$7M Buy
30,223
+28,644
+1,814% +$6.34M 0.24% 130
2024
Q4 		$319K Buy
+1,579
New +$339K 0.01% 752
2024
Q3 		– Sell
-2,598
Closed -$554K – 1105
2024
Q2 		$554K Sell
2,598
-14,057
-84% -$2.92M 0.03% 651
2024
Q1 		$3.55M Buy
16,655
+11,152
+203% +$2.19M 0.18% 193
2023
Q4 		$986K Buy
5,503
+3,771
+218% +$632K 0.07% 446
2023
Q3 		$264K Buy
+1,732
New +$280K 0.02% 740
2021
Q3 		– Sell
-73,721
Closed -$10.3M – 581
2021
Q2 		$10.3M Buy
+73,721
New +$10.2M 0.61% 36
2021
Q1 		– Sell
-41,529
Closed -$4.9M – 451
2020
Q4 		$4.9M Sell
41,529
-86,116
-67% -$10M 0.25% 142
2020
Q3 		$14.4M Sell
127,645
-201,602
-61% -$22.3M 0.93% 22
2020
Q2 		$34.9M Buy
329,247
+95,294
+41% +$9.62M 1.83% 4
2020
Q1 		$21.7M Sell
233,953
-97,676
-29% -$11.2M 2% 4
2019
Q4 		$37.8M Buy
331,629
+151,122
+84% +$17.1M 1.96% 4
2019
Q3 		$20.8M Buy
180,507
+13,593
+8% +$1.59M 1.99% 2
2019
Q2 		$19.3M Sell
166,914
-9,834
-6% -$1.07M 2.17% 3
2019
Q1 		$18.4M Buy
176,748
+1,378
+0.8% +$134K 2.69% 3
2018
Q4 		$15.6M Buy
175,370
+131,251
+297% +$11.8M 2.73% 2
2018
Q3 		$3.99M Buy
44,119
+9,815
+29% +$870K 0.68% 52
2018
Q2 		$2.79M Sell
34,304
-22,560
-40% -$1.87M 0.57% 55
2018
Q1 		$4.78M Buy
+56,864
New +$4.88M 0.94% 25

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

Edgestream Partners's WM Position: Q1 2026 in Review

Edgestream Partners sold out of Waste Management (WM) in Q1 2026, closing a stake of 25,868 shares — an estimated $5.68M sold.

Edgestream Partners first reported a position in WM in Q1 2018 and held it in 22 quarters. The position peaked at $37.8M in Q4 2019. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Edgestream Partners reported no remaining Waste Management position as of Q1 2026 after selling out during the quarter.
  • Edgestream Partners sold 25,868 Waste Management shares in Q1 2026, an estimated $5.68M.
  • Edgestream Partners first reported a position in Waste Management in Q1 2018 and held it in 22 quarters.
  • Edgestream Partners's Waste Management position peaked at $37.8M in Q4 2019.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.