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Herold Advisors’s Waste Management WM Stock Holding History

Herold 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
Q1 		$468K Sell
2,036
-30
-1% -$6.89K 0.1% 180
2025
Q4 		$454K Buy
2,066
+1
+0% +$213 0.1% 177
2025
Q3 		$456K Sell
2,065
-770
-27% -$173K 0.11% 167
2025
Q2 		$649K Buy
2,835
+196
+7% +$45.5K 0.14% 161
2025
Q1 		$611K Hold
2,639
– – 0.13% 162
2024
Q4 		$533K Buy
2,639
+1
+0% +$215 0.12% 179
2024
Q3 		$548K Hold
2,638
– – 0.12% 181
2024
Q2 		$563K Hold
2,638
– – 0.13% 169
2024
Q1 		$562K Sell
2,638
-5,308
-67% -$1.04M 0.14% 164
2023
Q4 		$1.42M Hold
7,946
– – 0.39% 74
2023
Q3 		$1.21M Buy
7,946
+5,199
+189% +$841K 0.37% 79
2023
Q2 		$476K Buy
2,747
+1
+0% +$165 0.15% 156
2023
Q1 		$448K Sell
2,746
-11,027
-80% -$1.69M 0.15% 151
2022
Q4 		$2.16M Sell
13,773
-39
-0.3% -$6.28K 0.91% 30
2022
Q3 		$2.21M Buy
13,812
+105
+0.8% +$17.3K 1.06% 24
2022
Q2 		$2.1M Buy
13,707
+602
+5% +$94.3K 0.93% 30
2022
Q1 		$2.08M Buy
13,105
+10,815
+472% +$1.64M 0.74% 37
2021
Q4 		$382K Buy
2,290
+990
+76% +$159K 0.15% 146
2021
Q3 		$194K Buy
+1,300
New +$195K 0.08% 204

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

Herold Advisors's WM Position: Q1 2026 in Review

Herold Advisors reduced its Waste Management (WM) stake by 1.5% in Q1 2026, selling an estimated $6.89K and leaving 2,036 shares worth $468K. The position accounts for 0.1% of the portfolio, ranked #180.

Herold Advisors first reported a position in WM in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.21M in Q3 2022. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Herold Advisors held 2,036 shares of Waste Management worth $468K as of Q1 2026.
  • Herold Advisors sold 30 Waste Management shares in Q1 2026, an estimated $6.89K.
  • Waste Management made up 0.1% of Herold Advisors's portfolio in Q1 2026, its #180 holding.
  • Herold Advisors first reported a position in Waste Management in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's Waste Management position peaked at $2.21M in Q3 2022.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.