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GLOBALT Investments’s Waste Management WM Stock Holding History

GLOBALT Investments’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 		$7.05M Sell
31,639
-669
-2% -$149K 0.24% 51
2026
Q1 		$7.42M Sell
32,308
-5,854
-15% -$1.35M 0.26% 51
2025
Q4 		$8.38M Sell
38,162
-1,055
-3% -$225K 0.31% 46
2025
Q3 		$8.66M Sell
39,217
-576
-1% -$130K 0.32% 42
2025
Q2 		$9.11M Sell
39,793
-1,835
-4% -$426K 0.35% 37
2025
Q1 		$9.64M Sell
41,628
-629
-1% -$139K 0.39% 33
2024
Q4 		$8.53M Sell
42,257
-603
-1% -$130K 0.33% 37
2024
Q3 		$8.9M Sell
42,860
-1,586
-4% -$331K 0.33% 31
2024
Q2 		$9.48M Sell
44,446
-652
-1% -$136K 0.38% 32
2024
Q1 		$9.61M Sell
45,098
-1,708
-4% -$336K 0.38% 31
2023
Q4 		$8.38M Buy
+46,806
New +$7.85M 0.35% 32

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

GLOBALT Investments's WM Position: Q2 2026 in Review

GLOBALT Investments reduced its Waste Management (WM) stake by 2.1% in Q2 2026, selling an estimated $149K and leaving 31,639 shares worth $7.05M. The position accounts for 0.24% of the portfolio, ranked #51.

GLOBALT Investments first reported a position in WM in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.64M in Q1 2025. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • GLOBALT Investments held 31,639 shares of Waste Management worth $7.05M as of Q2 2026.
  • GLOBALT Investments sold 669 Waste Management shares in Q2 2026, an estimated $149K.
  • Waste Management made up 0.24% of GLOBALT Investments's portfolio in Q2 2026, its #51 holding.
  • GLOBALT Investments first reported a position in Waste Management in Q4 2023 and has held it in 11 quarters since.
  • GLOBALT Investments's Waste Management position peaked at $9.64M in Q1 2025.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.