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Kelleher Financial Advisors’s Waste Management WM Stock Holding History

Kelleher Financial Advisors’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 		$496K Buy
+2,225
New +$495K 0.07% 165
2026
Q1 		– Sell
-140
Closed -$30.8K – 709
2025
Q4 		$30.8K Buy
+140
New +$29.8K 0.01% 463
2022
Q3 		– Sell
-1,940
Closed -$296K – 145
2022
Q2 		$296K Buy
+1,940
New +$304K 0.13% 103
2021
Q4 		– Sell
-1,670
Closed -$249K – 150
2021
Q3 		$249K Buy
+1,670
New +$250K 0.11% 131

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Kelleher Financial Advisors's WM Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Waste Management (WM) in Q2 2026: 2,225 shares worth $496K. The stake represents 0.07% of the portfolio and ranks #165 among its holdings. This is a return to the name: Kelleher Financial Advisors previously reported a position in WM as recently as Q4 2025.

Kelleher Financial Advisors first reported a position in WM in Q3 2021 and has held it in 4 quarters since. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Kelleher Financial Advisors held 2,225 shares of Waste Management worth $496K as of Q2 2026.
  • Waste Management was a new Kelleher Financial Advisors position in Q2 2026.
  • Waste Management made up 0.07% of Kelleher Financial Advisors's portfolio in Q2 2026, its #165 holding.
  • Kelleher Financial Advisors first reported a position in Waste Management in Q3 2021 and has held it in 4 quarters since.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.