MAM
WM icon

Milestone Asset Management’s Waste Management WM Stock Holding History

Milestone Asset 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 		$1.14M Buy
5,105
+1,047
+26% +$233K 0.18% 126
2026
Q1 		$933K Sell
4,058
-1,482
-27% -$341K 0.17% 125
2025
Q4 		$1.22M Buy
5,540
+1,100
+25% +$234K 0.23% 83
2025
Q3 		$981K Sell
4,440
-281
-6% -$63.3K 0.19% 95
2025
Q2 		$1.08M Sell
4,721
-131
-3% -$30.4K 0.23% 81
2025
Q1 		$1.12M Buy
4,852
+293
+6% +$64.9K 0.24% 83
2024
Q4 		$920K Buy
4,559
+946
+26% +$203K 0.2% 111
2024
Q3 		$750K Buy
3,613
+298
+9% +$62.2K 0.17% 107
2024
Q2 		$707K Buy
3,315
+1,429
+76% +$297K 0.18% 108
2024
Q1 		$402K Buy
1,886
+712
+61% +$140K 0.11% 120
2023
Q4 		$210K Buy
+1,174
New +$197K 0.07% 82

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

Milestone Asset Management's WM Position: Q2 2026 in Review

Milestone Asset Management increased its Waste Management (WM) stake by 26% in Q2 2026, buying an estimated $233K and bringing the position to 5,105 shares worth $1.14M. The position accounts for 0.18% of the portfolio, ranked #126.

Milestone Asset Management first reported a position in WM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.22M in Q4 2025. 2,364 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Milestone Asset Management held 5,105 shares of Waste Management worth $1.14M as of Q2 2026.
  • Milestone Asset Management bought 1,047 Waste Management shares in Q2 2026, an estimated $233K.
  • Waste Management made up 0.18% of Milestone Asset Management's portfolio in Q2 2026, its #126 holding.
  • Milestone Asset Management first reported a position in Waste Management in Q4 2023 and has held it in 11 quarters since.
  • Milestone Asset Management's Waste Management position peaked at $1.22M in Q4 2025.
  • 2,364 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.