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Richard Bernstein Advisors’s Waste Management WM Stock Holding History

Richard Bernstein 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 		$1.39M Hold
6,043
– – 0.04% 135
2025
Q4 		$1.33M Sell
6,043
-642
-10% -$137K 0.04% 109
2025
Q3 		$1.48M Sell
6,685
-9,766
-59% -$2.2M 0.04% 130
2025
Q2 		$3.76M Sell
16,451
-1,588
-9% -$368K 0.09% 103
2025
Q1 		$4.18M Sell
18,039
-747
-4% -$165K 0.1% 91
2024
Q4 		$3.79M Hold
18,786
– – 0.09% 121
2024
Q3 		$3.9M Hold
18,786
– – 0.08% 116
2024
Q2 		$4.01M Hold
18,786
– – 0.09% 93
2024
Q1 		$4M Hold
18,786
– – 0.09% 87
2023
Q4 		$3.36M Buy
18,786
+13
+0.1% +$2.18K 0.07% 104
2023
Q3 		$2.86M Buy
18,773
+2,488
+15% +$403K 0.06% 112
2023
Q2 		$2.82M Hold
16,285
– – 0.06% 120
2023
Q1 		$2.66M Hold
16,285
– – 0.06% 135
2022
Q4 		$2.55M Hold
16,285
– – 0.06% 134
2022
Q3 		$2.61M Hold
16,285
– – 0.07% 140
2022
Q2 		$2.49M Hold
16,285
– – 0.05% 156
2022
Q1 		$2.58M Hold
16,285
– – 0.05% 171
2021
Q4 		$2.72M Buy
+16,285
New +$2.62M 0.05% 177
2019
Q1 		– Sell
-31,863
Closed -$2.83M – 373
2018
Q4 		$2.83M Sell
31,863
-14,643
-31% -$1.31M 0.1% 203
2018
Q3 		$4.2M Hold
46,506
– – 0.12% 177
2018
Q2 		$3.78M Buy
46,506
+2,283
+5% +$189K 0.12% 175
2018
Q1 		$3.72M Buy
44,223
+39,457
+828% +$3.39M 0.13% 163
2017
Q4 		$411K Buy
+4,766
New +$388K 0.02% 241

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 $34.1B AUM 20.22% 1-Year Est. Return

Richard Bernstein Advisors's WM Position: Q1 2026 in Review

Richard Bernstein Advisors held its Waste Management (WM) position steady in Q1 2026 at 6,043 shares worth $1.39M. The position accounts for 0.04% of the portfolio, ranked #135.

Richard Bernstein Advisors first reported a position in WM in Q4 2017 and has held it in 23 quarters since. The position peaked at $4.2M in Q3 2018. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Richard Bernstein Advisors held 6,043 shares of Waste Management worth $1.39M as of Q1 2026.
  • Richard Bernstein Advisors left its Waste Management share count unchanged in Q1 2026.
  • Waste Management made up 0.04% of Richard Bernstein Advisors's portfolio in Q1 2026, its #135 holding.
  • Richard Bernstein Advisors first reported a position in Waste Management in Q4 2017 and has held it in 23 quarters since.
  • Richard Bernstein Advisors's Waste Management position peaked at $4.2M in Q3 2018.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.