RWM
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Ritholtz Wealth Management’s Waste Management WM Stock Holding History

Ritholtz Wealth Management’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
Q2 		$4.76M Sell
21,376
-1,419
-6% -$316K 0.07% 192
2026
Q1 		$5.24M Buy
22,795
+2,158
+10% +$496K 0.09% 152
2025
Q4 		$4.53M Sell
20,637
-1,329
-6% -$283K 0.08% 161
2025
Q3 		$4.85M Sell
21,966
-477
-2% -$107K 0.09% 137
2025
Q2 		$5.14M Buy
22,443
+1,986
+10% +$461K 0.11% 108
2025
Q1 		$4.74M Buy
20,457
+1,702
+9% +$377K 0.14% 100
2024
Q4 		$3.78M Buy
18,755
+348
+2% +$74.7K 0.11% 112
2024
Q3 		$3.82M Sell
18,407
-297
-2% -$62K 0.12% 117
2024
Q2 		$3.99M Buy
18,704
+97
+0.5% +$20.2K 0.13% 97
2024
Q1 		$3.97M Buy
18,607
+508
+3% +$99.8K 0.14% 100
2023
Q4 		$3.24M Buy
18,099
+278
+2% +$46.6K 0.13% 103
2023
Q3 		$2.72M Sell
17,821
-1,129
-6% -$183K 0.12% 106
2023
Q2 		$3.29M Buy
18,950
+702
+4% +$116K 0.15% 90
2023
Q1 		$2.98M Buy
18,248
+1,991
+12% +$305K 0.15% 89
2022
Q4 		$2.55M Buy
16,257
+2,676
+20% +$431K 0.14% 100
2022
Q3 		$2.18M Buy
13,581
+11,104
+448% +$1.83M 0.12% 125
2022
Q2 		$379K Buy
2,477
+662
+36% +$104K 0.02% 377
2022
Q1 		$288K Buy
1,815
+509
+39% +$77.2K 0.02% 428
2021
Q4 		$218K Buy
+1,306
New +$210K 0.01% 485

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Ritholtz Wealth Management's WM Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Waste Management (WM) stake by 6.2% in Q2 2026, selling an estimated $316K and leaving 21,376 shares worth $4.76M. The position accounts for 0.07% of the portfolio, ranked #192.

Ritholtz Wealth Management first reported a position in WM in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.24M in Q1 2026. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Ritholtz Wealth Management held 21,376 shares of Waste Management worth $4.76M as of Q2 2026.
  • Ritholtz Wealth Management sold 1,419 Waste Management shares in Q2 2026, an estimated $316K.
  • Waste Management made up 0.07% of Ritholtz Wealth Management's portfolio in Q2 2026, its #192 holding.
  • Ritholtz Wealth Management first reported a position in Waste Management in Q4 2021 and has held it in 19 quarters since.
  • Ritholtz Wealth Management's Waste Management position peaked at $5.24M in Q1 2026.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.