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First Foundation Advisors’s Waste Management WM Stock Holding History

First Foundation 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 		$683K Buy
3,064
+6
+0.2% +$1.33K 0.02% 212
2026
Q1 		$703K Buy
3,058
+11
+0.4% +$2.53K 0.03% 202
2025
Q4 		$669K Sell
3,047
-246
-7% -$52.4K 0.03% 202
2025
Q3 		$727K Buy
3,293
+21
+0.6% +$4.73K 0.03% 203
2025
Q2 		$749K Buy
3,272
+531
+19% +$123K 0.03% 209
2025
Q1 		$635K Sell
2,741
-700
-20% -$155K 0.03% 204
2024
Q4 		$694K Sell
3,441
-25
-0.7% -$5.37K 0.03% 197
2024
Q3 		$719K Buy
3,466
+17
+0.5% +$3.55K 0.03% 194
2024
Q2 		$736K Sell
3,449
-55
-2% -$11.4K 0.03% 189
2024
Q1 		$747K Buy
3,504
+419
+14% +$82.3K 0.03% 191
2023
Q4 		$553K Sell
3,085
-1,194
-28% -$200K 0.03% 217
2023
Q3 		$652K Buy
4,279
+112
+3% +$18.1K 0.03% 218
2023
Q2 		$723K Buy
4,167
+1,003
+32% +$166K 0.03% 203
2023
Q1 		$516K Buy
3,164
+6
+0.2% +$919 0.02% 228
2022
Q4 		$495K Sell
3,158
-60
-2% -$9.65K 0.02% 247
2022
Q3 		$516K Sell
3,218
-2,740
-46% -$452K 0.03% 233
2022
Q2 		$911K Sell
5,958
-3,038
-34% -$476K 0.04% 184
2022
Q1 		$1.43M Sell
8,996
-2,188
-20% -$332K 0.05% 165
2021
Q4 		$1.87M Buy
11,184
+12
+0.1% +$1.93K 0.06% 145
2021
Q3 		$1.67M Sell
11,172
-297
-3% -$44.4K 0.06% 152
2021
Q2 		$1.61M Sell
11,469
-328
-3% -$45.3K 0.06% 163
2021
Q1 		$1.52M Buy
11,797
+1,339
+13% +$156K 0.07% 159
2020
Q4 		$1.23M Buy
10,458
+2,100
+25% +$245K 0.05% 169
2020
Q3 		$946K Buy
8,358
+64
+0.8% +$7.07K 0.04% 181
2020
Q2 		$878K Buy
8,294
+2,898
+54% +$293K 0.05% 181
2020
Q1 		$499K Buy
+5,396
New +$619K 0.03% 227

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

First Foundation Advisors's WM Position: Q2 2026 in Review

First Foundation Advisors increased its Waste Management (WM) stake by 0.2% in Q2 2026, buying an estimated $1.33K and bringing the position to 3,064 shares worth $683K. The position accounts for 0.02% of the portfolio, ranked #212.

First Foundation Advisors first reported a position in WM in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.87M in Q4 2021. 2,372 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • First Foundation Advisors held 3,064 shares of Waste Management worth $683K as of Q2 2026.
  • First Foundation Advisors bought 6 Waste Management shares in Q2 2026, an estimated $1.33K.
  • Waste Management made up 0.02% of First Foundation Advisors's portfolio in Q2 2026, its #212 holding.
  • First Foundation Advisors first reported a position in Waste Management in Q1 2020 and has held it in 26 quarters since.
  • First Foundation Advisors's Waste Management position peaked at $1.87M in Q4 2021.
  • 2,372 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.