Morton Capital Management’s Waste Management WM Stock Holding History

Morton Capital 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	$779K	Hold	3,493	–	–	0.11%	60
2026 Q1	$803K	Buy	3,493 +72	+2%	+$16.5K	0.12%	55
2025 Q4	$752K	Hold	3,421	–	–	0.12%	55
2025 Q3	$755K	Hold	3,421	–	–	0.12%	52
2025 Q2	$783K	Buy	3,421 +188	+6%	+$43.6K	0.14%	51
2025 Q1	$749K	Buy	3,233 +145	+5%	+$32.1K	0.14%	51
2024 Q4	$623K	Hold	3,088	–	–	0.12%	60
2024 Q3	$641K	Buy	3,088 +24	+0.8%	+$5.01K	0.13%	57
2024 Q2	$654K	Hold	3,064	–	–	0.16%	51
2024 Q1	$653K	Hold	3,064	–	–	0.18%	53
2023 Q4	$549K	Hold	3,064	–	–	0.16%	54
2023 Q3	$467K	Hold	3,064	–	–	0.17%	54
2023 Q2	$531K	Hold	3,064	–	–	0.18%	53
2023 Q1	$500K	Hold	3,064	–	–	0.18%	54
2022 Q4	$481K	Hold	3,064	–	–	0.19%	48
2022 Q3	$491K	Hold	3,064	–	–	0.22%	45
2022 Q2	$469K	Sell	3,064 -5	-0.2%	-$783	0.2%	46
2022 Q1	$486K	Buy	3,069 +5	+0.2%	+$758	0.2%	48
2021 Q4	$511K	Buy	+3,064	New	+$493K	0.21%	49

Other funds holding WM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Morton Capital Management's WM Position: Q2 2026 in Review

Morton Capital Management held its Waste Management (WM) position steady in Q2 2026 at 3,493 shares worth $779K. The position accounts for 0.11% of the portfolio, ranked #60.

Morton Capital Management first reported a position in WM in Q4 2021 and has held it in 19 quarters since. The position peaked at $803K in Q1 2026. 646 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Morton Capital Management held 3,493 shares of Waste Management worth $779K as of Q2 2026.
Morton Capital Management left its Waste Management share count unchanged in Q2 2026.
Waste Management made up 0.11% of Morton Capital Management's portfolio in Q2 2026, its #60 holding.
Morton Capital Management first reported a position in Waste Management in Q4 2021 and has held it in 19 quarters since.
Morton Capital Management's Waste Management position peaked at $803K in Q1 2026.
646 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.