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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

IBEX Wealth Advisors's WM Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in Waste Management (WM) in Q1 2026: 2,169 shares worth $498K. The stake represents 0.05% of the portfolio and ranks #154 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in WM as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in WM in Q3 2016 and has held it in 13 quarters since. The position peaked at $4.42M in Q4 2018. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

IBEX Wealth Advisors held 2,169 shares of Waste Management worth $498K as of Q1 2026.
Waste Management was a new IBEX Wealth Advisors position in Q1 2026.
Waste Management made up 0.05% of IBEX Wealth Advisors's portfolio in Q1 2026, its #154 holding.
IBEX Wealth Advisors first reported a position in Waste Management in Q3 2016 and has held it in 13 quarters since.
IBEX Wealth Advisors's Waste Management position peaked at $4.42M in Q4 2018.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.