Excalibur Management’s Waste Management WM Stock Holding History

Excalibur 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 Q1	$256K	Hold	1,115	–	–	0.09%	145
2025 Q4	$245K	Buy	1,115 +9	+0.8%	+$1.92K	0.09%	146
2025 Q3	$244K	Hold	1,106	–	–	0.09%	149
2025 Q2	$253K	Hold	1,106	–	–	0.09%	144
2025 Q1	$256K	Hold	1,106	–	–	0.1%	143
2024 Q4	$223K	Hold	1,106	–	–	0.09%	154
2024 Q3	$230K	Hold	1,106	–	–	0.09%	152
2024 Q2	$236K	Hold	1,106	–	–	0.1%	148
2024 Q1	$236K	Buy	+1,106	New	+$217K	0.1%	145

Other funds holding WM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Excalibur Management's WM Position: Q1 2026 in Review

Excalibur Management held its Waste Management (WM) position steady in Q1 2026 at 1,115 shares worth $256K. The position accounts for 0.09% of the portfolio, ranked #145.

Excalibur Management first reported a position in WM in Q1 2024 and has held it in 9 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Excalibur Management held 1,115 shares of Waste Management worth $256K as of Q1 2026.
Excalibur Management left its Waste Management share count unchanged in Q1 2026.
Waste Management made up 0.09% of Excalibur Management's portfolio in Q1 2026, its #145 holding.
Excalibur Management first reported a position in Waste Management in Q1 2024 and has held it in 9 quarters since.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Excalibur Management's 13F filing for Q1 2026, filed 5 May 2026.