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Regal Investment Advisors’s Waste Management WM Stock Holding History

Regal 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 		$5.23M Buy
22,758
+1,923
+9% +$442K 0.3% 87
2025
Q4 		$4.58M Buy
20,835
+1,120
+6% +$239K 0.27% 94
2025
Q3 		$4.35M Buy
19,715
+704
+4% +$159K 0.28% 92
2025
Q2 		$4.35M Buy
19,011
+177
+0.9% +$41.1K 0.33% 80
2025
Q1 		$4.36M Sell
18,834
-8,732
-32% -$1.93M 0.35% 78
2024
Q4 		$5.56M Buy
27,566
+399
+1% +$85.7K 0.42% 67
2024
Q3 		$5.64M Buy
27,167
+2,143
+9% +$447K 0.39% 69
2024
Q2 		$5.34M Buy
25,024
+409
+2% +$85K 0.35% 78
2024
Q1 		$5.25M Sell
24,615
-707
-3% -$139K 0.36% 79
2023
Q4 		$4.54M Buy
25,322
+285
+1% +$47.8K 0.34% 80
2023
Q3 		$3.82M Buy
25,037
+1,025
+4% +$166K 0.32% 87
2023
Q2 		$4.16M Buy
24,012
+1,354
+6% +$224K 0.35% 84
2023
Q1 		$3.7M Buy
22,658
+850
+4% +$130K 0.33% 86
2022
Q4 		$3.42M Sell
21,808
-200
-0.9% -$32.2K 0.33% 85
2022
Q3 		$3.53M Buy
22,008
+715
+3% +$118K 0.37% 74
2022
Q2 		$3.26M Buy
21,293
+2,091
+11% +$328K 0.34% 80
2022
Q1 		$3.04M Buy
19,202
+1,136
+6% +$172K 0.28% 91
2021
Q4 		$3.02M Buy
18,066
+91
+0.5% +$14.6K 0.27% 94
2021
Q3 		$2.69M Buy
17,975
+810
+5% +$121K 0.26% 96
2021
Q2 		$2.4M Buy
+17,165
New +$2.37M 0.24% 102
2021
Q1 		– Sell
-19,165
Closed -$2.26M – 438
2020
Q4 		$2.26M Buy
+19,165
New +$2.23M 0.26% 103
2020
Q3 		– Sell
-20,188
Closed -$2.14M – 306
2020
Q2 		$2.14M Buy
+20,188
New +$2.04M 0.39% 70
2020
Q1 		– Sell
-18,516
Closed -$2.11M – 315
2019
Q4 		$2.11M Buy
18,516
+356
+2% +$40.2K 0.38% 84
2019
Q3 		$2.09M Sell
18,160
-1,399
-7% -$163K 0.41% 83
2019
Q2 		$2.26M Sell
19,559
-148
-0.8% -$16.1K 0.44% 72
2019
Q1 		$2.05M Buy
19,707
+780
+4% +$76.1K 0.42% 78
2018
Q4 		$1.68M Buy
18,927
+3,776
+25% +$339K 0.37% 85
2018
Q3 		$1.37M Buy
15,151
+8,810
+139% +$781K 0.29% 110
2018
Q2 		$516K Sell
6,341
-6,050
-49% -$501K 0.16% 160
2018
Q1 		$1.04M Buy
12,391
+1,449
+13% +$124K 0.23% 119
2017
Q4 		$944K Buy
10,942
+371
+4% +$30.2K 0.21% 124
2017
Q3 		$827K Buy
10,571
+2,621
+33% +$199K 0.19% 134
2017
Q2 		$583K Sell
7,950
-200
-2% -$14.6K 0.14% 157
2017
Q1 		$594K Buy
8,150
+1,200
+17% +$85.6K 0.16% 157
2016
Q4 		$493K Buy
6,950
+200
+3% +$13.4K 0.14% 158
2016
Q3 		$430K Buy
6,750
+200
+3% +$13.1K 0.12% 172
2016
Q2 		$434K Sell
6,550
-200
-3% -$12.1K 0.12% 167
2016
Q1 		$398K Sell
6,750
-663
-9% -$36.6K 0.11% 167
2015
Q4 		$395K Buy
7,413
+2,186
+42% +$116K 0.1% 175
2015
Q3 		$260K Buy
5,227
+150
+3% +$7.47K 0.07% 204
2015
Q2 		$235K Buy
5,077
+1,627
+47% +$81.8K 0.06% 222
2015
Q1 		$187K Buy
3,450
+1,650
+92% +$87.8K 0.05% 261
2014
Q4 		$92K Hold
1,800
– – 0.02% 324
2014
Q3 		$86K Buy
1,800
+900
+100% +$41.2K 0.03% 326
2014
Q2 		$40K Sell
900
-700
-44% -$30.5K 0.01% 418
2014
Q1 		$67K Buy
1,600
+300
+23% +$12.6K 0.03% 312
2013
Q4 		$58K Buy
1,300
+100
+8% +$4.37K 0.03% 271
2013
Q3 		$49K Buy
1,200
+1,000
+500% +$41.7K 0.03% 304
2013
Q2 		$8K Buy
+200
New +$8.08K ﹤0.01% 639

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

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

Regal Investment Advisors increased its Waste Management (WM) stake by 9.2% in Q1 2026, buying an estimated $442K and bringing the position to 22,758 shares worth $5.23M. The position accounts for 0.3% of the portfolio, ranked #87.

Regal Investment Advisors first reported a position in WM in Q2 2013 and has held it in 49 quarters since. The position peaked at $5.64M in Q3 2024. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Regal Investment Advisors held 22,758 shares of Waste Management worth $5.23M as of Q1 2026.
  • Regal Investment Advisors bought 1,923 Waste Management shares in Q1 2026, an estimated $442K.
  • Waste Management made up 0.3% of Regal Investment Advisors's portfolio in Q1 2026, its #87 holding.
  • Regal Investment Advisors first reported a position in Waste Management in Q2 2013 and has held it in 49 quarters since.
  • Regal Investment Advisors's Waste Management position peaked at $5.64M in Q3 2024.
  • 2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.