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Obermeyer Wealth Partners’s Waste Management WM Stock Holding History

Obermeyer Wealth Partners’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 		$2.86M Sell
12,839
-192
-1% -$42.7K 0.12% 67
2026
Q1 		$2.99M Sell
13,031
-389
-3% -$89.4K 0.14% 62
2025
Q4 		$2.95M Sell
13,420
-234
-2% -$49.9K 0.13% 60
2025
Q3 		$3.02M Buy
13,654
+754
+6% +$170K 0.14% 57
2025
Q2 		$2.95M Sell
12,900
-925
-7% -$215K 0.15% 59
2025
Q1 		$3.2M Sell
13,825
-20
-0.1% -$4.43K 0.17% 53
2024
Q4 		$2.79M Buy
13,845
+197
+1% +$42.3K 0.15% 60
2024
Q3 		$2.83M Buy
13,648
+100
+0.7% +$20.9K 0.15% 57
2024
Q2 		$2.89M Sell
13,548
-138
-1% -$28.7K 0.17% 56
2024
Q1 		$2.92M Buy
+13,686
New +$2.69M 0.17% 51
2022
Q1 		– Sell
-1,200
Closed -$200K – 246
2021
Q4 		$200K Buy
+1,200
New +$193K 0.01% 223

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

Obermeyer Wealth Partners's WM Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its Waste Management (WM) stake by 1.5% in Q2 2026, selling an estimated $42.7K and leaving 12,839 shares worth $2.86M. The position accounts for 0.12% of the portfolio, ranked #67.

Obermeyer Wealth Partners first reported a position in WM in Q4 2021 and has held it in 11 quarters since. The position peaked at $3.2M in Q1 2025. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Obermeyer Wealth Partners held 12,839 shares of Waste Management worth $2.86M as of Q2 2026.
  • Obermeyer Wealth Partners sold 192 Waste Management shares in Q2 2026, an estimated $42.7K.
  • Waste Management made up 0.12% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #67 holding.
  • Obermeyer Wealth Partners first reported a position in Waste Management in Q4 2021 and has held it in 11 quarters since.
  • Obermeyer Wealth Partners's Waste Management position peaked at $3.2M in Q1 2025.
  • 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.