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IFG Advisory’s Waste Management WM Stock Holding History

IFG 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
Q1 		– Sell
-1,745
Closed -$383K – 878
2025
Q4 		$383K Buy
1,745
+349
+25% +$74.4K 0.02% 570
2025
Q3 		$308K Sell
1,396
-24
-2% -$5.41K 0.01% 628
2025
Q2 		$325K Buy
1,420
+118
+9% +$27.4K 0.02% 586
2025
Q1 		$301K Buy
+1,302
New +$288K 0.02% 563
2022
Q3 		– Sell
-6,998
Closed -$1.07M – 538
2022
Q2 		$1.07M Buy
6,998
+586
+9% +$91.8K 0.11% 178
2022
Q1 		$1.02M Buy
+6,412
New +$972K 0.1% 204
2019
Q4 		– Sell
-5,001
Closed -$575K – 421
2019
Q3 		$575K Sell
5,001
-64
-1% -$7.47K 0.11% 208
2019
Q2 		$584K Buy
5,065
+219
+5% +$23.8K 0.1% 192
2019
Q1 		$503K Buy
4,846
+99
+2% +$9.66K 0.1% 198
2018
Q4 		$422K Buy
4,747
+293
+7% +$26.3K 0.1% 195
2018
Q3 		$402K Buy
4,454
+214
+5% +$19K 0.08% 244
2018
Q2 		$344K Buy
4,240
+194
+5% +$16.1K 0.07% 251
2018
Q1 		$340K Buy
4,046
+530
+15% +$45.5K 0.08% 248
2017
Q4 		$303K Buy
+3,516
New +$286K 0.07% 262

Other funds holding WM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

IFG Advisory's WM Position: Q1 2026 in Review

IFG Advisory sold out of Waste Management (WM) in Q1 2026, closing a stake of 1,745 shares — an estimated $383K sold.

IFG Advisory first reported a position in WM in Q4 2017 and held it in 14 quarters. The position peaked at $1.07M in Q2 2022. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • IFG Advisory reported no remaining Waste Management position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 1,745 Waste Management shares in Q1 2026, an estimated $383K.
  • IFG Advisory first reported a position in Waste Management in Q4 2017 and held it in 14 quarters.
  • IFG Advisory's Waste Management position peaked at $1.07M in Q2 2022.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.