Optima Capital’s Waste Management WM Stock Holding History

Optima Capital’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 Q1	–	Sell	-575	Closed	-$126K	–	1312
2025 Q4	$126K	Buy	+575	New	+$123K	0.05%	199

Other funds holding WM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Optima Capital's WM Position: Q1 2026 in Review

Optima Capital sold out of Waste Management (WM) in Q1 2026, closing a stake of 575 shares — an estimated $126K sold.

Optima Capital first reported a position in WM in Q4 2025 and held it in 1 quarter. The position peaked at $126K in Q4 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Optima Capital reported no remaining Waste Management position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 575 Waste Management shares in Q1 2026, an estimated $126K.
Optima Capital first reported a position in Waste Management in Q4 2025 and held it in 1 quarter.
Optima Capital's Waste Management position peaked at $126K in Q4 2025.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.