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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 $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
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.