OA
WM icon

Operose Advisors’s Waste Management WM Stock Holding History

Operose Advisors’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 		$307K Sell
1,377
-139
-9% -$30.9K 0.06% 132
2026
Q1 		$348K Buy
1,516
+143
+10% +$32.9K 0.08% 104
2025
Q4 		$302K Hold
1,373
– – 0.07% 114
2025
Q3 		$303K Hold
1,373
– – 0.08% 110
2025
Q2 		$314K Hold
1,373
– – 0.09% 101
2025
Q1 		$318K Buy
1,373
+150
+12% +$33.2K 0.11% 97
2024
Q4 		$247K Sell
1,223
-184
-13% -$39.5K 0.08% 108
2024
Q3 		$292K Buy
1,407
+38
+3% +$7.93K 0.09% 111
2024
Q2 		$292K Hold
1,369
– – 0.1% 109
2024
Q1 		$292K Hold
1,369
– – 0.1% 125
2023
Q4 		$245K Hold
1,369
– – 0.1% 99
2023
Q3 		$209K Buy
1,369
+184
+16% +$29.8K 0.08% 122
2023
Q2 		$206K Hold
1,185
– – 0.09% 81
2023
Q1 		$193K Buy
1,185
+550
+87% +$84.2K 0.1% 74
2022
Q4 		$99.6K Hold
635
– – 0.05% 110
2022
Q3 		$102K Hold
635
– – 0.07% 98
2022
Q2 		$97K Hold
635
– – 0.07% 100
2022
Q1 		$101K Buy
635
+85
+15% +$12.9K 0.07% 104
2021
Q4 		$92K Buy
+550
New +$88.4K 0.07% 99

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

Operose Advisors's WM Position: Q2 2026 in Review

Operose Advisors reduced its Waste Management (WM) stake by 9.2% in Q2 2026, selling an estimated $30.9K and leaving 1,377 shares worth $307K. The position accounts for 0.06% of the portfolio, ranked #132.

Operose Advisors first reported a position in WM in Q4 2021 and has held it in 19 quarters since. The position peaked at $348K in Q1 2026. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Operose Advisors held 1,377 shares of Waste Management worth $307K as of Q2 2026.
  • Operose Advisors sold 139 Waste Management shares in Q2 2026, an estimated $30.9K.
  • Waste Management made up 0.06% of Operose Advisors's portfolio in Q2 2026, its #132 holding.
  • Operose Advisors first reported a position in Waste Management in Q4 2021 and has held it in 19 quarters since.
  • Operose Advisors's Waste Management position peaked at $348K in Q1 2026.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.