HWM
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HFR Wealth Management’s Waste Management WM Stock Holding History

HFR Wealth Management’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 		$12.5M Sell
55,935
-1,010
-2% -$225K 3.04% 15
2026
Q1 		$13.1M Sell
56,945
-956
-2% -$220K 3.21% 14
2025
Q4 		$12.7M Buy
57,901
+254
+0.4% +$54.1K 3% 14
2025
Q3 		$12.7M Buy
57,647
+76
+0.1% +$17.1K 2.92% 14
2025
Q2 		$13.2M Buy
57,571
+372
+0.7% +$86.3K 3.18% 14
2025
Q1 		$13.2M Sell
57,199
-113
-0.2% -$25K 3.22% 15
2024
Q4 		$11.6M Sell
57,312
-151
-0.3% -$32.4K 2.86% 18
2024
Q3 		$11.9M Buy
57,463
+562
+1% +$117K 2.9% 16
2024
Q2 		$12.1M Sell
56,901
-809
-1% -$168K 3.09% 12
2024
Q1 		$12.3M Buy
57,710
+129
+0.2% +$25.4K 3.11% 13
2023
Q4 		$10.3M Buy
57,581
+624
+1% +$105K 2.8% 17
2023
Q3 		$8.68M Sell
56,957
-802
-1% -$130K 2.54% 22
2023
Q2 		$10M Sell
57,759
-162
-0.3% -$26.8K 2.79% 17
2023
Q1 		$9.45M Buy
57,921
+191
+0.3% +$29.3K 2.68% 18
2022
Q4 		$9.06M Sell
57,730
-272
-0.5% -$43.8K 2.63% 20
2022
Q3 		$9.29M Sell
58,002
-1,670
-3% -$276K 3.03% 10
2022
Q2 		$9.13M Buy
59,672
+491
+0.8% +$76.9K 2.76% 17
2022
Q1 		$9.38M Buy
59,181
+633
+1% +$96K 2.48% 22
2021
Q4 		$9.77M Buy
58,548
+891
+2% +$143K 2.45% 23
2021
Q3 		$8.61M Buy
57,657
+1,693
+3% +$253K 2.51% 23
2021
Q2 		$7.84M Buy
+55,964
New +$7.74M 2.36% 28

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

HFR Wealth Management's WM Position: Q2 2026 in Review

HFR Wealth Management reduced its Waste Management (WM) stake by 1.8% in Q2 2026, selling an estimated $225K and leaving 55,935 shares worth $12.5M. The position accounts for 3.04% of the portfolio, ranked #15.

HFR Wealth Management first reported a position in WM in Q2 2021 and has held it in 21 quarters since. The position peaked at $13.2M in Q1 2025. 2,347 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • HFR Wealth Management held 55,935 shares of Waste Management worth $12.5M as of Q2 2026.
  • HFR Wealth Management sold 1,010 Waste Management shares in Q2 2026, an estimated $225K.
  • Waste Management made up 3.04% of HFR Wealth Management's portfolio in Q2 2026, its #15 holding.
  • HFR Wealth Management first reported a position in Waste Management in Q2 2021 and has held it in 21 quarters since.
  • HFR Wealth Management's Waste Management position peaked at $13.2M in Q1 2025.
  • 2,347 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on HFR Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.