Mutual 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
Q1 | $2.23M | Sell |
9,712
-1,120
| -10% | -$257K | 0.05% | 352 |
|
|
2025
Q4 | $2.38M | Buy |
10,832
+143
| +1% | +$30.5K | 0.05% | 320 |
|
|
2025
Q3 | $2.31M | Sell |
10,689
-981
| -8% | -$221K | 0.05% | 325 |
|
|
2025
Q2 | $2.68M | Buy |
11,670
+748
| +7% | +$174K | 0.07% | 263 |
|
|
2025
Q1 | $2.49M | Buy |
10,922
+121
| +1% | +$26.8K | 0.07% | 245 |
|
|
2024
Q4 | $2.28M | Sell |
10,801
-126
| -1% | -$27.1K | 0.07% | 253 |
|
|
2024
Q3 | $2.28M | Buy |
10,927
+226
| +2% | +$47.1K | 0.07% | 251 |
|
|
2024
Q2 | $2.15M | Sell |
10,701
-32
| -0.3% | -$6.65K | 0.06% | 263 |
|
|
2024
Q1 | $2.29M | Buy |
10,733
+556
| +5% | +$109K | 0.07% | 245 |
|
|
2023
Q4 | $1.82M | Buy |
10,177
+759
| +8% | +$127K | 0.06% | 297 |
|
|
2023
Q3 | $1.44M | Buy |
9,418
+93
| +1% | +$15K | 0.06% | 326 |
|
|
2023
Q2 | $1.62M | Sell |
9,325
-134
| -1% | -$22.2K | 0.06% | 307 |
|
|
2023
Q1 | $1.54M | Sell |
9,459
-246
| -3% | -$37.7K | 0.06% | 304 |
|
|
2022
Q4 | $1.52M | Buy |
9,705
+114
| +1% | +$18.3K | 0.07% | 300 |
|
|
2022
Q3 | $1.54M | Buy |
9,591
+2,079
| +28% | +$343K | 0.08% | 252 |
|
|
2022
Q2 | $1.15M | Buy |
7,512
+480
| +7% | +$75.2K | 0.08% | 299 |
|
|
2022
Q1 | $1.11M | Sell |
7,032
-583
| -8% | -$88.4K | 0.06% | 348 |
|
|
2021
Q4 | $1.27M | Buy |
7,615
+82
| +1% | +$13.2K | 0.07% | 324 |
|
|
2021
Q3 | $1.13M | Sell |
7,533
-3,524
| -32% | -$527K | 0.07% | 331 |
|
|
2021
Q2 | $1.55M | Buy |
11,057
+39
| +0.4% | +$5.39K | 0.09% | 269 |
|
|
2021
Q1 | $1.42M | Buy |
11,018
+119
| +1% | +$13.9K | 0.1% | 253 |
|
|
2020
Q4 | $1.28M | Buy |
10,899
+2,167
| +25% | +$253K | 0.1% | 254 |
|
|
2020
Q3 | $988K | Buy |
8,732
+4,224
| +94% | +$467K | 0.09% | 253 |
|
|
2020
Q2 | $477K | Buy |
4,508
+516
| +13% | +$52.1K | 0.05% | 394 |
|
|
2020
Q1 | $369K | Buy |
3,992
+628
| +19% | +$72K | 0.05% | 357 |
|
|
2019
Q4 | $383K | Buy |
3,364
+49
| +1% | +$5.53K | 0.04% | 413 |
|
|
2019
Q3 | $381K | Sell |
3,315
-112
| -3% | -$13.1K | 0.05% | 367 |
|
|
2019
Q2 | $395K | Sell |
3,427
-153
| -4% | -$16.6K | 0.05% | 376 |
|
|
2019
Q1 | $372K | Buy |
3,580
+245
| +7% | +$23.9K | 0.06% | 321 |
|
|
2018
Q4 | $297K | Buy |
3,335
+1,059
| +47% | +$95.1K | 0.06% | 330 |
|
|
2018
Q3 | $206K | Buy |
+2,276
| New | +$202K | 0.03% | 439 |
|
Other funds holding WM
VCM
VPM
Mutual Advisors's WM Position: Q1 2026 in Review
Mutual Advisors reduced its Waste Management (WM) stake by 10% in Q1 2026, selling an estimated $257K and leaving 9,712 shares worth $2.23M. The position accounts for 0.05% of the portfolio, ranked #352.
Mutual Advisors first reported a position in WM in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.68M in Q2 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.
- Mutual Advisors held 9,712 shares of Waste Management worth $2.23M as of Q1 2026.
- Mutual Advisors sold 1,120 Waste Management shares in Q1 2026, an estimated $257K.
- Waste Management made up 0.05% of Mutual Advisors's portfolio in Q1 2026, its #352 holding.
- Mutual Advisors first reported a position in Waste Management in Q3 2018 and has held it in 31 quarters since.
- Mutual Advisors's Waste Management position peaked at $2.68M in Q2 2025.
- 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.