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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

GLOBALT Investments's WM Position: Q1 2026 in Review

GLOBALT Investments reduced its Waste Management (WM) stake by 15% in Q1 2026, selling an estimated $1.35M and leaving 32,308 shares worth $7.42M. The position accounts for 0.26% of the portfolio, ranked #51.

GLOBALT Investments first reported a position in WM in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.64M in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

GLOBALT Investments held 32,308 shares of Waste Management worth $7.42M as of Q1 2026.
GLOBALT Investments sold 5,854 Waste Management shares in Q1 2026, an estimated $1.35M.
Waste Management made up 0.26% of GLOBALT Investments's portfolio in Q1 2026, its #51 holding.
GLOBALT Investments first reported a position in Waste Management in Q4 2023 and has held it in 10 quarters since.
GLOBALT Investments's Waste Management position peaked at $9.64M in Q1 2025.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.