GIA
WM icon

Gladstone Institutional Advisory’s Waste Management WM Stock Holding History

Gladstone Institutional Advisory’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 		$556K Buy
2,417
+279
+13% +$64.1K 0.02% 517
2025
Q4 		$470K Sell
2,138
-1,715
-45% -$366K 0.02% 510
2025
Q3 		$851K Buy
3,853
+49
+1% +$11K 0.03% 406
2025
Q2 		$870K Sell
3,804
-134
-3% -$31.1K 0.04% 373
2025
Q1 		$912K Buy
3,938
+1,279
+48% +$283K 0.04% 349
2024
Q4 		$537K Sell
2,659
-190
-7% -$40.8K 0.02% 459
2024
Q3 		$592K Sell
2,849
-675
-19% -$141K 0.03% 409
2024
Q2 		$752K Buy
3,524
+14
+0.4% +$2.91K 0.04% 342
2024
Q1 		$748K Sell
3,510
-1,163
-25% -$229K 0.04% 331
2023
Q4 		$837K Sell
4,673
-328
-7% -$55K 0.05% 318
2023
Q3 		$762K Sell
5,001
-241
-5% -$39K 0.05% 308
2023
Q2 		$909K Sell
5,242
-287
-5% -$47.4K 0.06% 294
2023
Q1 		$902K Buy
5,529
+126
+2% +$19.3K 0.06% 306
2022
Q4 		$848K Buy
5,403
+12
+0.2% +$1.93K 0.06% 305
2022
Q3 		$864K Buy
5,391
+161
+3% +$26.6K 0.07% 294
2022
Q2 		$800K Sell
5,230
-407
-7% -$63.7K 0.06% 315
2022
Q1 		$894K Buy
5,637
+1,950
+53% +$296K 0.06% 316
2021
Q4 		$615K Buy
3,687
+708
+24% +$114K 0.05% 339
2021
Q3 		$445K Buy
2,979
+975
+49% +$146K 0.04% 358
2021
Q2 		$281K Buy
2,004
+122
+6% +$16.9K 0.03% 416
2021
Q1 		$243K Buy
+1,882
New +$220K 0.04% 357

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

Gladstone Institutional Advisory's WM Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Waste Management (WM) stake by 13% in Q1 2026, buying an estimated $64.1K and bringing the position to 2,417 shares worth $556K. The position accounts for 0.02% of the portfolio, ranked #517.

Gladstone Institutional Advisory first reported a position in WM in Q1 2021 and has held it in 21 quarters since. The position peaked at $912K in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Gladstone Institutional Advisory held 2,417 shares of Waste Management worth $556K as of Q1 2026.
  • Gladstone Institutional Advisory bought 279 Waste Management shares in Q1 2026, an estimated $64.1K.
  • Waste Management made up 0.02% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #517 holding.
  • Gladstone Institutional Advisory first reported a position in Waste Management in Q1 2021 and has held it in 21 quarters since.
  • Gladstone Institutional Advisory's Waste Management position peaked at $912K in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.