IBEX Wealth Advisors’s Waste Management WM Stock Holding History

IBEX Wealth 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	$486K	Buy	2,179 +10	+0.5%	+$2.22K	0.04%	159
2026 Q1	$498K	Buy	+2,169	New	+$498K	0.05%	154
2025 Q4	–	Sell	-2,401	Closed	-$530K	–	206
2025 Q3	$530K	Buy	+2,401	New	+$541K	0.05%	153
2019 Q3	–	Sell	-1,248	Closed	-$144K	–	399
2019 Q2	$144K	Buy	+1,248	New	+$135K	0.04%	149
2019 Q1	–	Sell	-49,620	Closed	-$4.42M	–	107
2018 Q4	$4.42M	Buy	49,620 +659	+1%	+$59.2K	2.02%	10
2018 Q3	$4.41M	Buy	48,961 +978	+2%	+$86.7K	1.58%	22
2018 Q2	$4.01M	Hold	47,983	–	–	1.61%	20
2018 Q1	$4.01M	Buy	47,983 +314	+0.7%	+$26.9K	1.63%	20
2017 Q4	$4.2M	Sell	47,669 -274	-0.6%	-$22.3K	1.86%	22
2017 Q3	$3.68M	Sell	47,943 -263	-0.5%	-$20K	1.36%	25
2017 Q2	$3.57M	Buy	48,206 +5,311	+12%	+$387K	1.4%	24
2017 Q1	$3.14M	Buy	42,895 +1,977	+5%	+$141K	1.94%	20
2016 Q4	$2.85M	Buy	40,918 +432	+1%	+$28.9K	1.36%	26
2016 Q3	$2.58M	Buy	+40,486	New	+$2.65M	1.41%	24

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

IBEX Wealth Advisors's WM Position: Q2 2026 in Review

IBEX Wealth Advisors increased its Waste Management (WM) stake by 0.46% in Q2 2026, buying an estimated $2.22K and bringing the position to 2,179 shares worth $486K. The position accounts for 0.04% of the portfolio, ranked #159.

IBEX Wealth Advisors first reported a position in WM in Q3 2016 and has held it in 14 quarters since. The position peaked at $4.42M in Q4 2018. 2,369 funds tracked by Wall St. Rank hold WM as of Q2 2026.

IBEX Wealth Advisors held 2,179 shares of Waste Management worth $486K as of Q2 2026.
IBEX Wealth Advisors bought 10 Waste Management shares in Q2 2026, an estimated $2.22K.
Waste Management made up 0.04% of IBEX Wealth Advisors's portfolio in Q2 2026, its #159 holding.
IBEX Wealth Advisors first reported a position in Waste Management in Q3 2016 and has held it in 14 quarters since.
IBEX Wealth Advisors's Waste Management position peaked at $4.42M in Q4 2018.
2,369 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.