First Foundation Advisors’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

First Foundation Advisors's WM Position: Q1 2026 in Review

First Foundation Advisors increased its Waste Management (WM) stake by 0.36% in Q1 2026, buying an estimated $2.53K and bringing the position to 3,058 shares worth $703K. The position accounts for 0.03% of the portfolio, ranked #202.

First Foundation Advisors first reported a position in WM in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.87M in Q4 2021. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • First Foundation Advisors held 3,058 shares of Waste Management worth $703K as of Q1 2026.
  • First Foundation Advisors bought 11 Waste Management shares in Q1 2026, an estimated $2.53K.
  • Waste Management made up 0.03% of First Foundation Advisors's portfolio in Q1 2026, its #202 holding.
  • First Foundation Advisors first reported a position in Waste Management in Q1 2020 and has held it in 25 quarters since.
  • First Foundation Advisors's Waste Management position peaked at $1.87M in Q4 2021.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.