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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
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
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

Ipsen Advisor Group's WM Position: Q1 2026 in Review

Ipsen Advisor Group increased its Waste Management (WM) stake by 3.3% in Q1 2026, buying an estimated $25.5K and bringing the position to 3,470 shares worth $797K. The position accounts for 0.56% of the portfolio, ranked #47.

Ipsen Advisor Group first reported a position in WM in Q4 2022 and has held it in 7 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Ipsen Advisor Group held 3,470 shares of Waste Management worth $797K as of Q1 2026.
  • Ipsen Advisor Group bought 111 Waste Management shares in Q1 2026, an estimated $25.5K.
  • Waste Management made up 0.56% of Ipsen Advisor Group's portfolio in Q1 2026, its #47 holding.
  • Ipsen Advisor Group first reported a position in Waste Management in Q4 2022 and has held it in 7 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.