Fulcrum Asset Management’s Waste Management WM Stock Holding History

Fulcrum Asset 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	$16.3M	Buy	71,009 +55,870	+369%	+$12.8M	2.47%	9
2025 Q4	$3.36M	Sell	15,139 -269	-2%	-$57.3K	0.94%	26
2025 Q3	$3.4M	Sell	15,408 -3,637	-19%	-$819K	0.94%	29
2025 Q2	$4.36M	Buy	+19,045	New	+$4.42M	1.24%	18
2022 Q1	–	Hold	0	–	–	–	2
2021 Q4	–	Hold	0	–	–	–	4
2021 Q3	–	Hold	0	–	–	–	4
2021 Q1	–	Hold	0	–	–	–	95
2020 Q4	–	Hold	0	–	–	–	120
2020 Q3	–	Sell	-5,379	Closed	-$594K	–	78
2020 Q2	$715K	Buy	+5,379	New	+$543K	0.24%	122

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

Fulcrum Asset Management's WM Position: Q1 2026 in Review

Fulcrum Asset Management increased its Waste Management (WM) stake by 369% in Q1 2026, buying an estimated $12.8M and bringing the position to 71,009 shares worth $16.3M. The position accounts for 2.47% of the portfolio, ranked #9.

Fulcrum Asset Management first reported a position in WM in Q2 2020 and has held it in 5 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Fulcrum Asset Management held 71,009 shares of Waste Management worth $16.3M as of Q1 2026.
Fulcrum Asset Management bought 55,870 Waste Management shares in Q1 2026, an estimated $12.8M.
Waste Management made up 2.47% of Fulcrum Asset Management's portfolio in Q1 2026, its #9 holding.
Fulcrum Asset Management first reported a position in Waste Management in Q2 2020 and has held it in 5 quarters since.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.