Ipsen Advisor Group’s Waste Management WM Stock Holding History

Ipsen Advisor 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	$761K	Sell	3,412 -58	-2%	-$12.9K	0.49%	48
2026 Q1	$797K	Buy	3,470 +111	+3%	+$25.5K	0.56%	47
2025 Q4	$738K	Buy	3,359 +79	+2%	+$16.8K	0.52%	46
2025 Q3	$724K	Sell	3,280 -19	-0.6%	-$4.28K	0.52%	45
2025 Q2	$755K	Buy	3,299 +40	+1%	+$9.28K	0.58%	42
2025 Q1	$754K	Sell	3,259 -146	-4%	-$32.3K	0.65%	38
2024 Q4	$687K	Buy	+3,405	New	+$731K	0.59%	40
2022 Q4	$600K	Buy	+3,825	New	+$615K	0.69%	33

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Ipsen Advisor Group's WM Position: Q2 2026 in Review

Ipsen Advisor Group reduced its Waste Management (WM) stake by 1.7% in Q2 2026, selling an estimated $12.9K and leaving 3,412 shares worth $761K. The position accounts for 0.49% of the portfolio, ranked #48.

Ipsen Advisor Group first reported a position in WM in Q4 2022 and has held it in 8 quarters since. The position peaked at $797K in Q1 2026. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Ipsen Advisor Group held 3,412 shares of Waste Management worth $761K as of Q2 2026.
Ipsen Advisor Group sold 58 Waste Management shares in Q2 2026, an estimated $12.9K.
Waste Management made up 0.49% of Ipsen Advisor Group's portfolio in Q2 2026, its #48 holding.
Ipsen Advisor Group first reported a position in Waste Management in Q4 2022 and has held it in 8 quarters since.
Ipsen Advisor Group's Waste Management position peaked at $797K in Q1 2026.
2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.