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Longfellow Investment Management’s Waste Management WM Stock Holding History

Longfellow Investment 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
Q2 		$2.62M Buy
11,763
+4,157
+55% +$925K 0.54% 36
2026
Q1 		$1.75M Buy
7,606
+2,297
+43% +$528K 0.36% 55
2025
Q4 		$1.17M Buy
5,309
+1,363
+35% +$291K 0.26% 64
2025
Q3 		$871K Buy
+3,946
New +$889K 0.21% 90
2021
Q1 		– Sell
-5,575
Closed -$658K – 561
2020
Q4 		$658K Buy
+5,575
New +$650K 0.08% 179

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

Longfellow Investment Management's WM Position: Q2 2026 in Review

Longfellow Investment Management increased its Waste Management (WM) stake by 55% in Q2 2026, buying an estimated $925K and bringing the position to 11,763 shares worth $2.62M. The position accounts for 0.54% of the portfolio, ranked #36.

Longfellow Investment Management first reported a position in WM in Q4 2020 and has held it in 5 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Longfellow Investment Management held 11,763 shares of Waste Management worth $2.62M as of Q2 2026.
  • Longfellow Investment Management bought 4,157 Waste Management shares in Q2 2026, an estimated $925K.
  • Waste Management made up 0.54% of Longfellow Investment Management's portfolio in Q2 2026, its #36 holding.
  • Longfellow Investment Management first reported a position in Waste Management in Q4 2020 and has held it in 5 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Longfellow Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.