Mount Yale Investment Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.78M | Sell |
12,487
-1,440
| -10% | -$320K | 0.05% | 339 |
|
|
2026
Q1 | $3.2M | Buy |
13,927
+10,156
| +269% | +$2.33M | 0.07% | 268 |
|
|
2025
Q4 | $828K | Sell |
3,771
-106
| -3% | -$22.6K | 0.04% | 352 |
|
|
2025
Q3 | $856K | Sell |
3,877
-1,657
| -30% | -$373K | 0.06% | 310 |
|
|
2025
Q2 | $1.27M | Buy |
5,534
+3,212
| +138% | +$745K | 0.1% | 178 |
|
|
2025
Q1 | $538K | Buy |
2,322
+781
| +51% | +$173K | 0.05% | 313 |
|
|
2024
Q4 | $311K | Sell |
1,541
-25
| -2% | -$5.37K | 0.03% | 434 |
|
|
2024
Q3 | $325K | Sell |
1,566
-195
| -11% | -$40.7K | 0.03% | 411 |
|
|
2024
Q2 | $376K | Sell |
1,761
-653
| -27% | -$136K | 0.03% | 392 |
|
|
2024
Q1 | $515K | Sell |
2,414
-185
| -7% | -$36.4K | 0.04% | 345 |
|
|
2023
Q4 | $465K | Sell |
2,599
-39
| -1% | -$6.54K | 0.04% | 331 |
|
|
2023
Q3 | $402K | Sell |
2,638
-206
| -7% | -$33.3K | 0.04% | 339 |
|
|
2023
Q2 | $493K | Sell |
2,844
-16
| -0.6% | -$2.65K | 0.05% | 309 |
|
|
2023
Q1 | $467K | Sell |
2,860
-42
| -1% | -$6.43K | 0.05% | 308 |
|
|
2022
Q4 | $455K | Sell |
2,902
-66
| -2% | -$10.6K | 0.05% | 293 |
|
|
2022
Q3 | $476K | Sell |
2,968
-695
| -19% | -$115K | 0.06% | 274 |
|
|
2022
Q2 | $560K | Sell |
3,663
-129
| -3% | -$20.2K | 0.07% | 269 |
|
|
2022
Q1 | $601K | Sell |
3,792
-120
| -3% | -$18.2K | 0.07% | 277 |
|
|
2021
Q4 | $653K | Sell |
3,912
-218
| -5% | -$35.1K | 0.07% | 258 |
|
|
2021
Q3 | $617K | Sell |
4,130
-124
| -3% | -$18.6K | 0.07% | 246 |
|
|
2021
Q2 | $596K | Sell |
4,254
-70
| -2% | -$9.68K | 0.07% | 246 |
|
|
2021
Q1 | $558K | Sell |
4,324
-251
| -5% | -$29.3K | 0.07% | 249 |
|
|
2020
Q4 | $540K | Sell |
4,575
-186
| -4% | -$21.7K | 0.08% | 245 |
|
|
2020
Q3 | $539K | Buy |
4,761
+47
| +1% | +$5.19K | 0.08% | 239 |
|
|
2020
Q2 | $499K | Sell |
4,714
-200
| -4% | -$20.2K | 0.09% | 226 |
|
|
2020
Q1 | $455K | Buy |
4,914
+813
| +20% | +$93.3K | 0.1% | 189 |
|
|
2019
Q4 | $499K | Buy |
4,101
+453
| +12% | +$51.2K | 0.09% | 199 |
|
|
2019
Q3 | $401K | Buy |
3,648
+411
| +13% | +$48K | 0.07% | 228 |
|
|
2019
Q2 | $378K | Sell |
3,237
-125
| -4% | -$13.6K | 0.07% | 234 |
|
|
2019
Q1 | $349K | Sell |
3,362
-78
| -2% | -$7.61K | 0.07% | 236 |
|
|
2018
Q4 | $335K | Sell |
3,440
-175
| -5% | -$15.7K | 0.07% | 240 |
|
|
2018
Q3 | $323K | Buy |
3,615
+90
| +3% | +$7.98K | 0.06% | 240 |
|
|
2018
Q2 | $287K | Buy |
3,525
+466
| +15% | +$38.6K | 0.05% | 258 |
|
|
2018
Q1 | $257K | Buy |
+3,059
| New | +$262K | 0.06% | 262 |
|
Other funds holding WM
Mount Yale Investment Advisors's WM Position: Q2 2026 in Review
Mount Yale Investment Advisors reduced its Waste Management (WM) stake by 10% in Q2 2026, selling an estimated $320K and leaving 12,487 shares worth $2.78M. The position accounts for 0.05% of the portfolio, ranked #339.
Mount Yale Investment Advisors first reported a position in WM in Q1 2018 and has held it in 34 quarters since. The position peaked at $3.2M in Q1 2026. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.
- Mount Yale Investment Advisors held 12,487 shares of Waste Management worth $2.78M as of Q2 2026.
- Mount Yale Investment Advisors sold 1,440 Waste Management shares in Q2 2026, an estimated $320K.
- Waste Management made up 0.05% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #339 holding.
- Mount Yale Investment Advisors first reported a position in Waste Management in Q1 2018 and has held it in 34 quarters since.
- Mount Yale Investment Advisors's Waste Management position peaked at $3.2M in Q1 2026.
- 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.