Investment Advisory Group’s Waste Management WM Stock Holding History

Investment Advisory Group’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	$374K	Buy	1,626 +14	+0.9%	+$3.22K	0.1%	134
2025 Q4	$354K	Sell	1,612 -51	-3%	-$10.9K	0.09%	137
2025 Q3	$367K	Buy	1,663 +21	+1%	+$4.73K	0.1%	125
2025 Q2	$376K	Buy	1,642 +1	+0.1%	+$232	0.11%	116
2025 Q1	$380K	Buy	1,641 +37	+2%	+$8.19K	0.13%	113
2024 Q4	$324K	Sell	1,604 -31	-2%	-$6.66K	0.11%	121
2024 Q3	$339K	Buy	1,635 +8	+0.5%	+$1.67K	0.12%	119
2024 Q2	$347K	Buy	1,627 +3	+0.2%	+$624	0.13%	108
2024 Q1	$346K	Buy	1,624 +9	+0.6%	+$1.77K	0.14%	105
2023 Q4	$289K	Buy	1,615 +5	+0.3%	+$838	0.13%	111
2023 Q3	$245K	Buy	1,610 +6	+0.4%	+$971	0.13%	114
2023 Q2	$278K	Hold	1,604	–	–	0.14%	107
2023 Q1	$262K	Buy	+1,604	New	+$246K	0.15%	113

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 $37.4B AUM 35.42% 1-Year Est. Return

Investment Advisory Group's WM Position: Q1 2026 in Review

Investment Advisory Group increased its Waste Management (WM) stake by 0.87% in Q1 2026, buying an estimated $3.22K and bringing the position to 1,626 shares worth $374K. The position accounts for 0.1% of the portfolio, ranked #134.

Investment Advisory Group first reported a position in WM in Q1 2023 and has held it in 13 quarters since. The position peaked at $380K in Q1 2025. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Investment Advisory Group held 1,626 shares of Waste Management worth $374K as of Q1 2026.
Investment Advisory Group bought 14 Waste Management shares in Q1 2026, an estimated $3.22K.
Waste Management made up 0.1% of Investment Advisory Group's portfolio in Q1 2026, its #134 holding.
Investment Advisory Group first reported a position in Waste Management in Q1 2023 and has held it in 13 quarters since.
Investment Advisory Group's Waste Management position peaked at $380K in Q1 2025.
2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.