Halbert Hargrove Global Advisors’s Waste Management WM Stock Holding History

Halbert Hargrove Global Advisors’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 Q3	$33.9K	Hold	166	–	–	﹤0.01%	221
2026 Q2	$37K	Hold	166	–	–	﹤0.01%	229
2026 Q1	$38.1K	Hold	166	–	–	﹤0.01%	210
2025 Q4	$36.5K	Sell	166 -78	-32%	-$16.6K	﹤0.01%	217
2025 Q3	$53.8K	Buy	244 +78	+47%	+$17.6K	﹤0.01%	174
2025 Q2	$38K	Sell	166 -15	-8%	-$3.48K	﹤0.01%	159
2025 Q1	$41.9K	Buy	181 +15	+9%	+$3.32K	﹤0.01%	157
2024 Q4	$33.5K	Buy	+166	New	+$35.7K	﹤0.01%	172
2022 Q4	–	Sell	-1,413	Closed	-$227K	–	175
2022 Q3	$227K	Buy	+1,413	New	+$233K	0.02%	135
2022 Q1	–	Sell	-1,241	Closed	-$207K	–	184
2021 Q4	$207K	Buy	+1,241	New	+$200K	0.01%	160

Other funds holding WM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Halbert Hargrove Global Advisors's WM Position: Q3 2026 in Review

Halbert Hargrove Global Advisors held its Waste Management (WM) position steady in Q3 2026 at 166 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Halbert Hargrove Global Advisors first reported a position in WM in Q4 2021 and has held it in 10 quarters since. The position peaked at $227K in Q3 2022. 1,759 funds tracked by Wall St. Rank hold WM as of Q3 2026.

Halbert Hargrove Global Advisors held 166 shares of Waste Management worth $33.9K as of Q3 2026.
Halbert Hargrove Global Advisors left its Waste Management share count unchanged in Q3 2026.
Waste Management made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #221 holding.
Halbert Hargrove Global Advisors first reported a position in Waste Management in Q4 2021 and has held it in 10 quarters since.
Halbert Hargrove Global Advisors's Waste Management position peaked at $227K in Q3 2022.
1,759 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.