EWA
WM icon

EP Wealth Advisors’s Waste Management WM Stock Holding History

EP 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
Q2 		$60.4M Buy
271,016
+21,996
+9% +$4.89M 0.23% 67
2026
Q1 		$57.2M Buy
249,020
+3,071
+1% +$706K 0.28% 58
2025
Q4 		$54M Buy
+245,949
New +$52.4M 0.28% 61
2025
Q2 		$33.8M Buy
147,524
+14,941
+11% +$3.47M 0.22% 77
2025
Q1 		$30.7M Buy
132,583
+115,327
+668% +$25.5M 0.25% 77
2024
Q4 		$3.48M Buy
17,256
+786
+5% +$169K 0.03% 265
2024
Q3 		$3.42M Buy
16,470
+2,704
+20% +$564K 0.03% 267
2024
Q2 		$2.94M Buy
13,766
+4,628
+51% +$962K 0.03% 236
2024
Q1 		$1.95M Buy
9,138
+264
+3% +$51.9K 0.02% 269
2023
Q4 		$1.59M Sell
8,874
-305
-3% -$51.1K 0.02% 294
2023
Q3 		$1.4M Sell
9,179
-3,445
-27% -$557K 0.02% 273
2023
Q2 		$1.62M Sell
12,624
-99,561
-89% -$16.5M 0.02% 272
2023
Q1 		$4.19M Buy
112,185
+102,418
+1,049% +$15.7M 0.07% 151
2022
Q4 		$1.53M Sell
9,767
-1,320
-12% -$212K 0.03% 235
2022
Q3 		$1.78M Buy
11,087
+5,050
+84% +$834K 0.04% 198
2022
Q2 		$924K Buy
6,037
+2,145
+55% +$336K 0.02% 269
2022
Q1 		$617K Sell
3,892
-618
-14% -$93.7K 0.01% 338
2021
Q4 		$753K Sell
4,510
-545
-11% -$87.6K 0.02% 292
2021
Q3 		$755K Sell
5,055
-3,607
-42% -$540K 0.02% 270
2021
Q2 		$1.21M Buy
8,662
+4,767
+122% +$659K 0.03% 228
2021
Q1 		$503K Sell
3,895
-987
-20% -$115K 0.02% 313
2020
Q4 		$576K Buy
4,882
+1,760
+56% +$205K 0.02% 244
2020
Q3 		$353K Buy
+3,122
New +$345K 0.02% 271
2020
Q2 		– Hold
0
– – – 229

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

EP Wealth Advisors's WM Position: Q2 2026 in Review

EP Wealth Advisors increased its Waste Management (WM) stake by 8.8% in Q2 2026, buying an estimated $4.89M and bringing the position to 271,016 shares worth $60.4M. The position accounts for 0.23% of the portfolio, ranked #67.

EP Wealth Advisors first reported a position in WM in Q3 2020 and has held it in 23 quarters since. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • EP Wealth Advisors held 271,016 shares of Waste Management worth $60.4M as of Q2 2026.
  • EP Wealth Advisors bought 21,996 Waste Management shares in Q2 2026, an estimated $4.89M.
  • Waste Management made up 0.23% of EP Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • EP Wealth Advisors first reported a position in Waste Management in Q3 2020 and has held it in 23 quarters since.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.