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Needham Investment Management’s Waste Management WM Stock Holding History

Needham 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 		$892K Buy
4,000
+250
+7% +$55.6K 0.03% 155
2026
Q1 		$862K Hold
3,750
– – 0.04% 145
2025
Q4 		$824K Buy
3,750
+1,500
+67% +$320K 0.05% 139
2025
Q3 		$497K Buy
+2,250
New +$507K 0.03% 147

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 $3.38T AUM 44.17% 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

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

Needham Investment Management increased its Waste Management (WM) stake by 6.7% in Q2 2026, buying an estimated $55.6K and bringing the position to 4,000 shares worth $892K. The position accounts for 0.03% of the portfolio, ranked #155.

Needham Investment Management first reported a position in WM in Q3 2025 and has held it in 4 quarters since. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Needham Investment Management held 4,000 shares of Waste Management worth $892K as of Q2 2026.
  • Needham Investment Management bought 250 Waste Management shares in Q2 2026, an estimated $55.6K.
  • Waste Management made up 0.03% of Needham Investment Management's portfolio in Q2 2026, its #155 holding.
  • Needham Investment Management first reported a position in Waste Management in Q3 2025 and has held it in 4 quarters since.
  • 2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Needham Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.