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Key Client Fiduciary Advisors’s Waste Management WM Stock Holding History

Key Client Fiduciary 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 		$384K Buy
1,721
+139
+9% +$30.9K 0.11% 153
2026
Q1 		$364K Buy
1,582
+132
+9% +$30.3K 0.12% 146
2025
Q4 		$319K Buy
1,450
+200
+16% +$42.6K 0.11% 151
2025
Q3 		$276K Buy
1,250
+93
+8% +$20.9K 0.09% 173
2025
Q2 		$265K Buy
1,157
+104
+10% +$24.1K 0.11% 165
2025
Q1 		$244K Buy
1,053
+27
+3% +$5.98K 0.11% 163
2024
Q4 		$207K Buy
1,026
+13
+1% +$2.79K 0.09% 179
2024
Q3 		$210K Buy
1,013
+8
+0.8% +$1.67K 0.09% 186
2024
Q2 		$214K Sell
1,005
-22
-2% -$4.57K 0.11% 171
2024
Q1 		$219K Buy
+1,027
New +$202K 0.12% 164

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

Key Client Fiduciary Advisors's WM Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its Waste Management (WM) stake by 8.8% in Q2 2026, buying an estimated $30.9K and bringing the position to 1,721 shares worth $384K. The position accounts for 0.11% of the portfolio, ranked #153.

Key Client Fiduciary Advisors first reported a position in WM in Q1 2024 and has held it in 10 quarters since. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Key Client Fiduciary Advisors held 1,721 shares of Waste Management worth $384K as of Q2 2026.
  • Key Client Fiduciary Advisors bought 139 Waste Management shares in Q2 2026, an estimated $30.9K.
  • Waste Management made up 0.11% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #153 holding.
  • Key Client Fiduciary Advisors first reported a position in Waste Management in Q1 2024 and has held it in 10 quarters since.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.