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Inlet Private Wealth’s Waste Management WM Stock Holding History

Inlet Private Wealth’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 		$8.1M Sell
35,233
-3,350
-9% -$770K 2.07% 11
2025
Q4 		$8.48M Sell
38,583
-1,300
-3% -$277K 1.97% 12
2025
Q3 		$8.81M Buy
39,883
+2
+0% +$450 1.99% 11
2025
Q2 		$9.13M Sell
39,881
-300
-0.7% -$69.6K 2.24% 7
2025
Q1 		$9.3M Hold
40,181
– – 2.42% 7
2024
Q4 		$8.11M Hold
40,181
– – 2.14% 8
2024
Q3 		$8.34M Hold
40,181
– – 2.12% 8
2024
Q2 		$8.57M Hold
40,181
– – 2.35% 8
2024
Q1 		$8.56M Sell
40,181
-525
-1% -$103K 2.39% 6
2023
Q4 		$7.29M Hold
40,706
– – 2.23% 10
2023
Q3 		$6.21M Sell
40,706
-3,711
-8% -$600K 2.04% 10
2023
Q2 		$7.7M Sell
44,417
-200
-0.4% -$33.1K 1.94% 10
2023
Q1 		$7.28M Sell
44,617
-1,220
-3% -$187K 1.89% 12
2022
Q4 		$7.19M Buy
45,837
+1,629
+4% +$262K 1.85% 14
2022
Q3 		$7.08M Sell
44,208
-95
-0.2% -$15.7K 2.11% 7
2022
Q2 		$6.78M Sell
44,303
-104
-0.2% -$16.3K 1.94% 14
2022
Q1 		$7.04M Sell
44,407
-243
-0.5% -$36.8K 1.76% 11
2021
Q4 		$7.45M Buy
44,650
+5
+0% +$804 1.81% 13
2021
Q3 		$6.67M Hold
44,645
– – 1.79% 12
2021
Q2 		$6.25M Buy
44,645
+6
+0% +$829 1.64% 15
2021
Q1 		$5.76M Buy
44,639
+7
+0% +$818 1.65% 15
2020
Q4 		$5.26M Hold
44,632
– – 1.72% 13
2020
Q3 		$5.05M Hold
44,632
– – 1.97% 12
2020
Q2 		$4.73M Hold
44,632
– – 1.89% 13
2020
Q1 		$4.13M Sell
44,632
-300
-0.7% -$34.4K 1.92% 12
2019
Q4 		$5.12M Hold
44,932
– – 1.7% 14
2019
Q3 		$5.17M Buy
44,932
+374
+0.8% +$43.7K 1.91% 12
2019
Q2 		$5.25M Buy
44,558
+122
+0.3% +$13.2K 1.89% 11
2019
Q1 		$4.62M Buy
44,436
+11,265
+34% +$1.1M 1.86% 10
2018
Q4 		$2.95M Buy
+33,171
New +$2.98M 1.59% 10

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

Inlet Private Wealth's WM Position: Q1 2026 in Review

Inlet Private Wealth reduced its Waste Management (WM) stake by 8.7% in Q1 2026, selling an estimated $770K and leaving 35,233 shares worth $8.1M. The position accounts for 2.07% of the portfolio, ranked #11.

Inlet Private Wealth first reported a position in WM in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.3M in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Inlet Private Wealth held 35,233 shares of Waste Management worth $8.1M as of Q1 2026.
  • Inlet Private Wealth sold 3,350 Waste Management shares in Q1 2026, an estimated $770K.
  • Waste Management made up 2.07% of Inlet Private Wealth's portfolio in Q1 2026, its #11 holding.
  • Inlet Private Wealth first reported a position in Waste Management in Q4 2018 and has held it in 30 quarters since.
  • Inlet Private Wealth's Waste Management position peaked at $9.3M in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.