EM
WM icon

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
Q2 		$249K Hold
1,115
– – 0.08% 155
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
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

Excalibur Management's WM Position: Q2 2026 in Review

Excalibur Management held its Waste Management (WM) position steady in Q2 2026 at 1,115 shares worth $249K. The position accounts for 0.08% of the portfolio, ranked #155.

Excalibur Management first reported a position in WM in Q1 2024 and has held it in 10 quarters since. The position peaked at $256K in Q1 2026. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Excalibur Management held 1,115 shares of Waste Management worth $249K as of Q2 2026.
  • Excalibur Management left its Waste Management share count unchanged in Q2 2026.
  • Waste Management made up 0.08% of Excalibur Management's portfolio in Q2 2026, its #155 holding.
  • Excalibur Management first reported a position in Waste Management in Q1 2024 and has held it in 10 quarters since.
  • Excalibur Management's Waste Management position peaked at $256K in Q1 2026.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Excalibur Management's 13F filing for Q2 2026, filed 3 Aug 2026.