Klingman & Associates’s Waste Management WM Stock Holding History

Klingman & 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	–	Sell	-872	Closed	-$200K	–	363
2026 Q1	$200K	Buy	+872	New	+$200K	0.01%	327

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

Klingman & Associates's WM Position: Q2 2026 in Review

Klingman & Associates sold out of Waste Management (WM) in Q2 2026, closing a stake of 872 shares — an estimated $200K sold.

Klingman & Associates first reported a position in WM in Q1 2026 and held it in 1 quarter. The position peaked at $200K in Q1 2026. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Klingman & Associates reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
Klingman & Associates sold 872 Waste Management shares in Q2 2026, an estimated $200K.
Klingman & Associates first reported a position in Waste Management in Q1 2026 and held it in 1 quarter.
Klingman & Associates's Waste Management position peaked at $200K in Q1 2026.
2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.