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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
Q2 		$453K Buy
2,037
+1
+0% +$222 0.09% 184
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 $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

Herold Advisors's WM Position: Q2 2026 in Review

Herold Advisors increased its Waste Management (WM) stake by 0.05% in Q2 2026, buying an estimated $222 and bringing the position to 2,037 shares worth $453K. The position accounts for 0.09% of the portfolio, ranked #184.

Herold Advisors first reported a position in WM in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.21M in Q3 2022. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Herold Advisors held 2,037 shares of Waste Management worth $453K as of Q2 2026.
  • Herold Advisors bought 1 Waste Management share in Q2 2026, an estimated $222.
  • Waste Management made up 0.09% of Herold Advisors's portfolio in Q2 2026, its #184 holding.
  • Herold Advisors first reported a position in Waste Management in Q3 2021 and has held it in 20 quarters since.
  • Herold Advisors's Waste Management position peaked at $2.21M in Q3 2022.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.