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IMA Advisory Services’s Waste Management WM Stock Holding History

IMA Advisory Services’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 		$112K Hold
489
– – 0.01% 204
2025
Q4 		$107K Hold
489
– – 0.01% 204
2025
Q3 		$108K Buy
489
+65
+15% +$14.6K 0.01% 190
2025
Q2 		$97K Buy
424
+16
+4% +$3.71K 0.01% 191
2025
Q1 		$94.5K Buy
+408
New +$90.4K 0.01% 196
2024
Q4 		– Sell
-72
Closed -$14.9K – 287
2024
Q3 		$14.9K Buy
+72
New +$15K ﹤0.01% 233

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

IMA Advisory Services's WM Position: Q1 2026 in Review

IMA Advisory Services held its Waste Management (WM) position steady in Q1 2026 at 489 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #204.

IMA Advisory Services first reported a position in WM in Q3 2024 and has held it in 6 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • IMA Advisory Services held 489 shares of Waste Management worth $112K as of Q1 2026.
  • IMA Advisory Services left its Waste Management share count unchanged in Q1 2026.
  • Waste Management made up 0.01% of IMA Advisory Services's portfolio in Q1 2026, its #204 holding.
  • IMA Advisory Services first reported a position in Waste Management in Q3 2024 and has held it in 6 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.