Freestone Capital Holdings’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-4,000
Closed -$293K 363
2017
Q2
$293K Buy
+4,000
New +$291K 0.02% 293

Other funds holding WM

Freestone Capital Holdings's WM Position: Q1 2026 in Review

Freestone Capital Holdings increased its Waste Management (WM) stake by 49% in Q1 2026, buying an estimated $141K and bringing the position to 1,874 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #368.

Freestone Capital Holdings first reported a position in WM in Q2 2017 and has held it in 23 quarters since. The position peaked at $633K in Q4 2021. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Freestone Capital Holdings held 1,874 shares of Waste Management worth $431K as of Q1 2026.
  • Freestone Capital Holdings bought 615 Waste Management shares in Q1 2026, an estimated $141K.
  • Waste Management made up 0.01% of Freestone Capital Holdings's portfolio in Q1 2026, its #368 holding.
  • Freestone Capital Holdings first reported a position in Waste Management in Q2 2017 and has held it in 23 quarters since.
  • Freestone Capital Holdings's Waste Management position peaked at $633K in Q4 2021.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.