Johnson Bixby & Associates’s Waste Management WM Stock Holding History

Johnson Bixby & Associates’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	$446K	Sell	2,000 -83	-4%	-$18.5K	0.05%	81
2026 Q1	$479K	Buy	2,083 +83	+4%	+$19.1K	0.06%	78
2025 Q4	$439K	Hold	2,000	–	–	0.05%	78
2025 Q3	$442K	Hold	2,000	–	–	0.06%	77
2025 Q2	$458K	Hold	2,000	–	–	0.06%	77
2025 Q1	$463K	Hold	2,000	–	–	0.07%	70
2024 Q4	$404K	Sell	2,000 -433	-18%	-$93K	0.06%	76
2024 Q3	$505K	Buy	2,433 +433	+22%	+$90.3K	0.08%	65
2024 Q2	$427K	Hold	2,000	–	–	0.07%	69
2024 Q1	$426K	Hold	2,000	–	–	0.07%	73
2023 Q4	$358K	Hold	2,000	–	–	0.07%	74
2023 Q3	$305K	Hold	2,000	–	–	0.06%	76
2023 Q2	$347K	Hold	2,000	–	–	0.07%	74
2023 Q1	$326K	Hold	2,000	–	–	0.07%	73
2022 Q4	$314K	Hold	2,000	–	–	0.07%	71
2022 Q3	$320K	Hold	2,000	–	–	0.08%	73
2022 Q2	$306K	Buy	+2,000	New	+$313K	0.07%	76

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

Johnson Bixby & Associates's WM Position: Q2 2026 in Review

Johnson Bixby & Associates reduced its Waste Management (WM) stake by 4% in Q2 2026, selling an estimated $18.5K and leaving 2,000 shares worth $446K. The position accounts for 0.05% of the portfolio, ranked #81.

Johnson Bixby & Associates first reported a position in WM in Q2 2022 and has held it in 17 quarters since. The position peaked at $505K in Q3 2024. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Johnson Bixby & Associates held 2,000 shares of Waste Management worth $446K as of Q2 2026.
Johnson Bixby & Associates sold 83 Waste Management shares in Q2 2026, an estimated $18.5K.
Waste Management made up 0.05% of Johnson Bixby & Associates's portfolio in Q2 2026, its #81 holding.
Johnson Bixby & Associates first reported a position in Waste Management in Q2 2022 and has held it in 17 quarters since.
Johnson Bixby & Associates's Waste Management position peaked at $505K in Q3 2024.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.