Independent Advisor Alliance’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.14M | Sell |
18,572
-241
| -1% | -$53.6K | 0.1% | 154 |
|
|
2026
Q1 | $4.32M | Sell |
18,813
-25,005
| -57% | -$5.75M | 0.05% | 345 |
|
|
2025
Q4 | $9.63M | Sell |
43,818
-4,236
| -9% | -$903K | 0.23% | 61 |
|
|
2025
Q3 | $10.6M | Sell |
48,054
-3,725
| -7% | -$839K | 0.28% | 51 |
|
|
2025
Q2 | $11.8M | Sell |
51,779
-6,374
| -11% | -$1.48M | 0.34% | 47 |
|
|
2025
Q1 | $13.5M | Sell |
58,153
-4,803
| -8% | -$1.06M | 0.44% | 36 |
|
|
2024
Q4 | $12.7M | Buy |
62,956
+1,769
| +3% | +$380K | 0.17% | 133 |
|
|
2024
Q3 | $12.7M | Buy |
61,187
+10,906
| +22% | +$2.28M | 0.46% | 36 |
|
|
2024
Q2 | $10.7M | Sell |
50,281
-4,963
| -9% | -$1.03M | 0.37% | 45 |
|
|
2024
Q1 | $11.8M | Buy |
55,244
+819
| +2% | +$161K | 0.43% | 44 |
|
|
2023
Q4 | $9.75M | Sell |
54,425
-123
| -0.2% | -$20.6K | 0.35% | 53 |
|
|
2023
Q3 | $8.32M | Sell |
54,548
-2,326
| -4% | -$376K | 0.38% | 53 |
|
|
2023
Q2 | $9.86M | Sell |
56,874
-81
| -0.1% | -$13.4K | 0.43% | 48 |
|
|
2023
Q1 | $9.29M | Sell |
56,955
-5,974
| -9% | -$915K | 0.45% | 48 |
|
|
2022
Q4 | $9.87K | Sell |
62,929
-549
| -0.9% | -$88.3K | ﹤0.01% | 169 |
|
|
2022
Q3 | $10.2M | Sell |
63,478
-2,287
| -3% | -$378K | 0.59% | 38 |
|
|
2022
Q2 | $10.1M | Sell |
65,765
-541
| -0.8% | -$84.7K | 0.56% | 42 |
|
|
2022
Q1 | $10.5M | Sell |
66,306
-1,364
| -2% | -$207K | 0.51% | 50 |
|
|
2021
Q4 | $11.3M | Sell |
67,670
-51
| -0.1% | -$8.2K | 0.56% | 45 |
|
|
2021
Q3 | $10.1M | Buy |
67,721
+2,624
| +4% | +$393K | 0.56% | 41 |
|
|
2021
Q2 | $9.12M | Sell |
65,097
-12,439
| -16% | -$1.72M | 0.5% | 45 |
|
|
2021
Q1 | $10M | Buy |
77,536
+12,565
| +19% | +$1.47M | 0.59% | 42 |
|
|
2020
Q4 | $7.66M | Sell |
64,971
-336
| -0.5% | -$39.2K | 0.52% | 46 |
|
|
2020
Q3 | $7.39M | Buy |
65,307
+46,992
| +257% | +$5.19M | 0.56% | 46 |
|
|
2020
Q2 | $1.94M | Sell |
18,315
-2,141
| -10% | -$216K | 0.21% | 97 |
|
|
2020
Q1 | $1.89M | Sell |
20,456
-14,174
| -41% | -$1.63M | 0.28% | 72 |
|
|
2019
Q4 | $3.95M | Buy |
34,630
+689
| +2% | +$77.8K | 0.17% | 129 |
|
|
2019
Q3 | $3.88M | Buy |
33,941
+1,425
| +4% | +$166K | 0.47% | 43 |
|
|
2019
Q2 | $3.23M | Buy |
32,516
+4,413
| +16% | +$479K | 0.47% | 44 |
|
|
2019
Q1 | $2.92M | Buy |
28,103
+10,912
| +63% | +$1.06M | 0.41% | 57 |
|
|
2018
Q4 | $1.53M | Buy |
17,191
+73
| +0.4% | +$6.55K | 0.27% | 84 |
|
|
2018
Q3 | $1.4M | Buy |
17,118
+2,531
| +17% | +$224K | 0.25% | 92 |
|
|
2018
Q2 | $1.04M | Buy |
14,587
+3,022
| +26% | +$250K | 0.22% | 112 |
|
|
2018
Q1 | $967K | Sell |
11,565
-637
| -5% | -$54.7K | 0.22% | 112 |
|
|
2017
Q4 | $1.07M | Buy |
12,202
+920
| +8% | +$74.9K | 0.24% | 102 |
|
|
2017
Q3 | $866K | Buy |
11,282
+2,675
| +31% | +$203K | 0.24% | 106 |
|
|
2017
Q2 | $637K | Buy |
8,607
+751
| +10% | +$54.7K | 0.2% | 118 |
|
|
2017
Q1 | $576K | Buy |
7,856
+807
| +11% | +$57.6K | 0.09% | 219 |
|
|
2016
Q4 | $491K | Buy |
+7,049
| New | +$471K | 0.21% | 111 |
|
Other funds holding WM
Independent Advisor Alliance's WM Position: Q2 2026 in Review
Independent Advisor Alliance reduced its Waste Management (WM) stake by 1.3% in Q2 2026, selling an estimated $53.6K and leaving 18,572 shares worth $4.14M. The position accounts for 0.1% of the portfolio, ranked #154.
Independent Advisor Alliance first reported a position in WM in Q4 2016 and has held it in 39 quarters since. The position peaked at $13.5M in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.
- Independent Advisor Alliance held 18,572 shares of Waste Management worth $4.14M as of Q2 2026.
- Independent Advisor Alliance sold 241 Waste Management shares in Q2 2026, an estimated $53.6K.
- Waste Management made up 0.1% of Independent Advisor Alliance's portfolio in Q2 2026, its #154 holding.
- Independent Advisor Alliance first reported a position in Waste Management in Q4 2016 and has held it in 39 quarters since.
- Independent Advisor Alliance's Waste Management position peaked at $13.5M in Q1 2025.
- 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.