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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
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 $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

Kelleher Financial Advisors's WM Position: Q1 2026 in Review

Kelleher Financial Advisors sold out of Waste Management (WM) in Q1 2026, closing a stake of 140 shares — an estimated $30.8K sold.

Kelleher Financial Advisors first reported a position in WM in Q3 2021 and held it in 3 quarters. The position peaked at $296K in Q2 2022. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Kelleher Financial Advisors reported no remaining Waste Management position as of Q1 2026 after selling out during the quarter.
  • Kelleher Financial Advisors sold 140 Waste Management shares in Q1 2026, an estimated $30.8K.
  • Kelleher Financial Advisors first reported a position in Waste Management in Q3 2021 and held it in 3 quarters.
  • Kelleher Financial Advisors's Waste Management position peaked at $296K in Q2 2022.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.