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Perennial Investment Advisors’s Waste Management WM Stock Holding History

Perennial Investment 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
Q1 		$402K Buy
1,749
+41
+2% +$9.42K 0.03% 326
2025
Q4 		$375K Buy
1,708
+98
+6% +$20.9K 0.03% 327
2025
Q3 		$356K Sell
1,610
-2
-0.1% -$450 0.03% 328
2025
Q2 		$369K Buy
1,612
+41
+3% +$9.51K 0.04% 306
2025
Q1 		$364K Buy
1,571
+66
+4% +$14.6K 0.04% 280
2024
Q4 		$303K Buy
1,505
+52
+4% +$11.2K 0.04% 295
2024
Q3 		$302K Buy
1,453
+18
+1% +$3.75K 0.04% 287
2024
Q2 		$307K Buy
1,435
+20
+1% +$4.16K 0.04% 276
2024
Q1 		$302K Buy
1,415
+5
+0.4% +$983 0.05% 257
2023
Q4 		$253K Buy
1,410
+4
+0.3% +$671 0.04% 277
2023
Q3 		$214K Buy
1,406
+60
+4% +$9.71K 0.04% 296
2023
Q2 		$234K Buy
1,346
+3
+0.2% +$496 0.04% 292
2023
Q1 		$219K Sell
1,343
-20
-1% -$3.06K 0.04% 299
2022
Q4 		$214K Buy
1,363
+16
+1% +$2.58K 0.09% 194
2022
Q3 		$216K Buy
+1,347
New +$222K 0.1% 172

Other funds holding WM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Perennial Investment Advisors's WM Position: Q1 2026 in Review

Perennial Investment Advisors increased its Waste Management (WM) stake by 2.4% in Q1 2026, buying an estimated $9.42K and bringing the position to 1,749 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #326.

Perennial Investment Advisors first reported a position in WM in Q3 2022 and has held it in 15 quarters since. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Perennial Investment Advisors held 1,749 shares of Waste Management worth $402K as of Q1 2026.
  • Perennial Investment Advisors bought 41 Waste Management shares in Q1 2026, an estimated $9.42K.
  • Waste Management made up 0.03% of Perennial Investment Advisors's portfolio in Q1 2026, its #326 holding.
  • Perennial Investment Advisors first reported a position in Waste Management in Q3 2022 and has held it in 15 quarters since.
  • 2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.