IAG
WM icon

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
Q2 		$369K Buy
1,655
+29
+2% +$6.45K 0.08% 147
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Investment Advisory Group's WM Position: Q2 2026 in Review

Investment Advisory Group increased its Waste Management (WM) stake by 1.8% in Q2 2026, buying an estimated $6.45K and bringing the position to 1,655 shares worth $369K. The position accounts for 0.08% of the portfolio, ranked #147.

Investment Advisory Group first reported a position in WM in Q1 2023 and has held it in 14 quarters since. The position peaked at $380K in Q1 2025. 2,372 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Investment Advisory Group held 1,655 shares of Waste Management worth $369K as of Q2 2026.
  • Investment Advisory Group bought 29 Waste Management shares in Q2 2026, an estimated $6.45K.
  • Waste Management made up 0.08% of Investment Advisory Group's portfolio in Q2 2026, its #147 holding.
  • Investment Advisory Group first reported a position in Waste Management in Q1 2023 and has held it in 14 quarters since.
  • Investment Advisory Group's Waste Management position peaked at $380K in Q1 2025.
  • 2,372 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.