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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
2025
Q2 		– Sell
-21,407
Closed -$4.03M – 382
2025
Q1 		$4.03M Buy
+21,407
New +$4.74M 0.78% 35

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

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.