Ironwood Investment Counsel’s Waste Management WM Stock Holding History

Ironwood Investment Counsel’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	$1.68M	Sell	7,331 -28	-0.4%	-$6.43K	0.24%	92
2025 Q4	$1.62M	Sell	7,359 -4	-0.1%	-$853	0.23%	91
2025 Q3	$1.63M	Sell	7,363 -23	-0.3%	-$5.18K	0.24%	94
2025 Q2	$1.69M	Sell	7,386 -153	-2%	-$35.5K	0.26%	83
2025 Q1	$1.75M	Sell	7,539 -31	-0.4%	-$6.87K	0.3%	81
2024 Q4	$1.53M	Buy	7,570 +84	+1%	+$18K	0.26%	86
2024 Q3	$1.55M	Sell	7,486 -123	-2%	-$25.7K	0.26%	91
2024 Q2	$1.62M	Buy	7,609 +81	+1%	+$16.8K	0.29%	84
2024 Q1	$1.6M	Buy	7,528 +33	+0.4%	+$6.49K	0.28%	86
2023 Q4	$1.34M	Sell	7,495 -401	-5%	-$67.2K	0.25%	96
2023 Q3	$1.2M	Sell	7,896 -1,076	-12%	-$174K	0.25%	92
2023 Q2	$1.56M	Buy	8,972 +193	+2%	+$31.9K	0.35%	71
2023 Q1	$1.43M	Sell	8,779 -971	-10%	-$149K	0.34%	73
2022 Q4	$1.53M	Sell	9,750 -405	-4%	-$65.2K	0.37%	74
2022 Q3	$1.63M	Sell	10,155 -2,371	-19%	-$391K	0.46%	64
2022 Q2	$1.92M	Sell	12,526 -902	-7%	-$141K	0.54%	57
2022 Q1	$2.13M	Sell	13,428 -9,172	-41%	-$1.39M	0.52%	60
2021 Q4	$3.77M	Buy	22,600 +414	+2%	+$66.6K	0.86%	37
2021 Q3	$3.31M	Buy	22,186 +276	+1%	+$41.3K	0.85%	39
2021 Q2	$3.07M	Buy	21,910 +389	+2%	+$53.8K	0.82%	39
2021 Q1	$2.78M	Sell	21,521 -10,358	-32%	-$1.21M	0.8%	39
2020 Q4	$3.76M	Buy	31,879 +3,787	+13%	+$442K	0.85%	35
2020 Q3	$3.18M	Buy	28,092 +4,316	+18%	+$477K	0.86%	38
2020 Q2	$2.52M	Buy	+23,776	New	+$2.4M	0.77%	40
2020 Q1	–	Sell	-2,003	Closed	-$228K	–	183
2019 Q4	$228K	Buy	2,003 +7	+0.4%	+$791	0.08%	160
2019 Q3	$229K	Sell	1,996 -650	-25%	-$75.9K	0.08%	158
2019 Q2	$305K	Hold	2,646	–	–	0.12%	122
2019 Q1	$275K	Hold	2,646	–	–	0.11%	128
2018 Q4	$235K	Hold	2,646	–	–	0.1%	130
2018 Q3	$239K	Buy	2,646 +1	+0%	+$89	0.09%	139
2018 Q2	$215K	Sell	2,645 -100	-4%	-$8.28K	0.09%	135
2018 Q1	$230K	Buy	2,745 +50	+2%	+$4.29K	0.1%	125
2017 Q4	$232K	Sell	2,695 -650	-19%	-$52.9K	0.09%	133
2017 Q3	$262K	Sell	3,345 -10,000	-75%	-$760K	0.11%	126
2017 Q2	$973K	Hold	13,345	–	–	0.37%	66
2017 Q1	$973K	Hold	13,345	–	–	0.41%	65
2016 Q4	$946K	Hold	13,345	–	–	0.42%	66
2016 Q3	$851K	Buy	13,345 +100	+0.8%	+$6.54K	0.4%	64
2016 Q2	$878K	Sell	13,245 -100	-0.7%	-$6.04K	0.51%	61
2016 Q1	$787K	Hold	13,345	–	–	0.41%	64
2015 Q4	$712K	Hold	13,345	–	–	0.41%	69
2015 Q3	$664K	Buy	13,345 +100	+0.8%	+$4.98K	0.36%	72
2015 Q2	$614K	Hold	13,245	–	–	0.31%	75
2015 Q1	$718K	Hold	13,245	–	–	0.37%	70
2014 Q4	$680K	Hold	13,245	–	–	0.34%	76
2014 Q3	$630K	Hold	13,245	–	–	0.33%	76
2014 Q2	$592K	Hold	13,245	–	–	0.31%	81
2014 Q1	$557K	Sell	13,245 -687	-5%	-$28.8K	0.3%	82
2013 Q4	$625K	Buy	13,932 +587	+4%	+$25.6K	0.35%	74
2013 Q3	$550K	Buy	13,345 +100	+0.8%	+$4.17K	0.36%	70
2013 Q2	$534K	Buy	+13,245	New	+$535K	0.35%	69

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

Ironwood Investment Counsel's WM Position: Q1 2026 in Review

Ironwood Investment Counsel reduced its Waste Management (WM) stake by 0.38% in Q1 2026, selling an estimated $6.43K and leaving 7,331 shares worth $1.68M. The position accounts for 0.24% of the portfolio, ranked #92.

Ironwood Investment Counsel first reported a position in WM in Q2 2013 and has held it in 51 quarters since. The position peaked at $3.77M in Q4 2021. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Ironwood Investment Counsel held 7,331 shares of Waste Management worth $1.68M as of Q1 2026.
Ironwood Investment Counsel sold 28 Waste Management shares in Q1 2026, an estimated $6.43K.
Waste Management made up 0.24% of Ironwood Investment Counsel's portfolio in Q1 2026, its #92 holding.
Ironwood Investment Counsel first reported a position in Waste Management in Q2 2013 and has held it in 51 quarters since.
Ironwood Investment Counsel's Waste Management position peaked at $3.77M in Q4 2021.
2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.