KWM
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Keebeck Wealth Management’s Waste Management WM Stock Holding History

Keebeck Wealth Management’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 		$4.27M Buy
18,584
+357
+2% +$82K 0.48% 51
2025
Q4 		$4M Sell
18,227
-57
-0.3% -$12.1K 0.46% 59
2025
Q3 		$4.04M Sell
18,284
-322
-2% -$72.5K 0.48% 59
2025
Q2 		$4.26M Sell
18,606
-38
-0.2% -$8.81K 0.56% 50
2025
Q1 		$4.32M Sell
18,644
-170
-0.9% -$37.6K 0.64% 46
2024
Q4 		$3.8M Buy
18,814
+2,758
+17% +$592K 0.55% 54
2024
Q3 		$3.33M Hold
16,056
– – 0.48% 61
2024
Q2 		$3.43M Buy
16,056
+50
+0.3% +$10.4K 0.5% 57
2024
Q1 		$3.41M Sell
16,006
-120
-0.7% -$23.6K 0.5% 58
2023
Q4 		$2.89M Buy
16,126
+3,180
+25% +$533K 0.48% 62
2023
Q3 		$1.97M Hold
12,946
– – 0.34% 78
2023
Q2 		$2.25M Buy
12,946
+30
+0.2% +$4.96K 0.31% 81
2023
Q1 		$2.11M Hold
12,916
– – 0.34% 74
2022
Q4 		$2.03M Buy
12,916
+3,342
+35% +$538K 0.36% 68
2022
Q3 		$1.53M Sell
9,574
-235
-2% -$38.8K 0.3% 77
2022
Q2 		$1.5M Buy
9,809
+284
+3% +$44.5K 0.29% 81
2022
Q1 		$1.51M Buy
9,525
+1,750
+23% +$265K 0.25% 95
2021
Q4 		$1.3M Buy
7,775
+2,204
+40% +$354K 0.23% 92
2021
Q3 		$832K Hold
5,571
– – 0.16% 114
2021
Q2 		$781K Hold
5,571
– – 0.11% 132
2021
Q1 		$719K Hold
5,571
– – 0.11% 134
2020
Q4 		$657K Hold
5,571
– – 0.11% 130
2020
Q3 		$630K Buy
5,571
+3,820
+218% +$422K 0.13% 118
2020
Q2 		$185K Buy
+1,751
New +$177K 0.06% 157
2020
Q1 		– Sell
-1,751
Closed -$199K – 330
2019
Q4 		$199K Buy
+1,751
New +$198K 0.06% 143

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

Keebeck Wealth Management's WM Position: Q1 2026 in Review

Keebeck Wealth Management increased its Waste Management (WM) stake by 2% in Q1 2026, buying an estimated $82K and bringing the position to 18,584 shares worth $4.27M. The position accounts for 0.48% of the portfolio, ranked #51.

Keebeck Wealth Management first reported a position in WM in Q4 2019 and has held it in 25 quarters since. The position peaked at $4.32M in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Keebeck Wealth Management held 18,584 shares of Waste Management worth $4.27M as of Q1 2026.
  • Keebeck Wealth Management bought 357 Waste Management shares in Q1 2026, an estimated $82K.
  • Waste Management made up 0.48% of Keebeck Wealth Management's portfolio in Q1 2026, its #51 holding.
  • Keebeck Wealth Management first reported a position in Waste Management in Q4 2019 and has held it in 25 quarters since.
  • Keebeck Wealth Management's Waste Management position peaked at $4.32M in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.