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IAM Advisory’s Waste Management WM Stock Holding History

IAM Advisory’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 		$2.56M Buy
11,468
+141
+1% +$31.4K 0.5% 31
2026
Q1 		$2.6M Buy
11,327
+1
+0% +$230 0.58% 30
2025
Q4 		$2.49M Buy
11,326
+72
+0.6% +$15.3K 0.55% 26
2025
Q3 		$2.49M Buy
11,254
+156
+1% +$35.1K 0.56% 26
2025
Q2 		$2.54M Buy
11,098
+7
+0.1% +$1.62K 0.61% 23
2025
Q1 		$2.57M Sell
11,091
-224
-2% -$49.6K 0.67% 23
2024
Q4 		$2.28M Buy
11,315
+100
+0.9% +$21.5K 0.58% 29
2024
Q3 		$2.33M Sell
11,215
-101
-0.9% -$21.1K 0.59% 25
2024
Q2 		$2.41M Buy
11,316
+8
+0.1% +$1.66K 0.65% 22
2024
Q1 		$2.41M Buy
11,308
+207
+2% +$40.7K 0.66% 23
2023
Q4 		$1.99M Buy
11,101
+287
+3% +$48.1K 0.62% 22
2023
Q3 		$1.65M Buy
10,814
+249
+2% +$40.3K 0.58% 26
2023
Q2 		$1.83M Buy
10,565
+461
+5% +$76.2K 0.63% 19
2023
Q1 		$1.65M Buy
10,104
+415
+4% +$63.6K 0.57% 20
2022
Q4 		$1.52M Buy
9,689
+275
+3% +$44.3K 0.56% 24
2022
Q3 		$1.51M Buy
9,414
+422
+5% +$69.7K 0.64% 21
2022
Q2 		$1.38M Buy
8,992
+288
+3% +$45.1K 0.57% 22
2022
Q1 		$1.38M Buy
8,704
+188
+2% +$28.5K 0.56% 25
2021
Q4 		$1.36M Buy
8,516
+509
+6% +$81.8K 0.54% 26
2021
Q3 		$1.23M Buy
+8,007
New +$1.2M 0.52% 28
2021
Q2 		– Sell
-7,673
Closed -$1.08M – 104
2021
Q1 		$1.08M Buy
7,673
+355
+5% +$41.5K 0.47% 30
2020
Q4 		$821K Buy
+7,318
New +$853K 0.41% 37

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

IAM Advisory's WM Position: Q2 2026 in Review

IAM Advisory increased its Waste Management (WM) stake by 1.2% in Q2 2026, buying an estimated $31.4K and bringing the position to 11,468 shares worth $2.56M. The position accounts for 0.5% of the portfolio, ranked #31.

IAM Advisory first reported a position in WM in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.6M in Q1 2026. 2,364 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • IAM Advisory held 11,468 shares of Waste Management worth $2.56M as of Q2 2026.
  • IAM Advisory bought 141 Waste Management shares in Q2 2026, an estimated $31.4K.
  • Waste Management made up 0.5% of IAM Advisory's portfolio in Q2 2026, its #31 holding.
  • IAM Advisory first reported a position in Waste Management in Q4 2020 and has held it in 22 quarters since.
  • IAM Advisory's Waste Management position peaked at $2.6M in Q1 2026.
  • 2,364 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.