Private Capital Advisors’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-39,507
Closed -$8.68M 80
2025
Q4
$8.68M Sell
39,507
-41,518
-51% -$8.85M 0.89% 25
2025
Q3
$17.9M Buy
81,025
+62,587
+339% +$14.1M 1.99% 10
2025
Q2
$4.22M Buy
+18,438
New +$4.28M 0.51% 27

Other funds holding WM

Private Capital Advisors's WM Position: Q1 2026 in Review

Private Capital Advisors sold out of Waste Management (WM) in Q1 2026, closing a stake of 39,507 shares — an estimated $8.68M sold.

Private Capital Advisors first reported a position in WM in Q2 2025 and held it in 3 quarters. The position peaked at $17.9M in Q3 2025. 2,365 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Private Capital Advisors reported no remaining Waste Management position as of Q1 2026 after selling out during the quarter.
  • Private Capital Advisors sold 39,507 Waste Management shares in Q1 2026, an estimated $8.68M.
  • Private Capital Advisors first reported a position in Waste Management in Q2 2025 and held it in 3 quarters.
  • Private Capital Advisors's Waste Management position peaked at $17.9M in Q3 2025.
  • 2,365 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Private Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.