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 Q2	$2.36M	Sell	10,549 -60,460	-85%	-$13.4M	0.23%	118
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 $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Fulcrum Asset Management's WM Position: Q2 2026 in Review

Fulcrum Asset Management reduced its Waste Management (WM) stake by 85% in Q2 2026, selling an estimated $13.4M and leaving 10,549 shares worth $2.36M. The position accounts for 0.23% of the portfolio, ranked #118.

Fulcrum Asset Management first reported a position in WM in Q2 2020 and has held it in 6 quarters since. The position peaked at $16.3M in Q1 2026. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Fulcrum Asset Management held 10,549 shares of Waste Management worth $2.36M as of Q2 2026.
Fulcrum Asset Management sold 60,460 Waste Management shares in Q2 2026, an estimated $13.4M.
Waste Management made up 0.23% of Fulcrum Asset Management's portfolio in Q2 2026, its #118 holding.
Fulcrum Asset Management first reported a position in Waste Management in Q2 2020 and has held it in 6 quarters since.
Fulcrum Asset Management's Waste Management position peaked at $16.3M in Q1 2026.
2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.