RW Investment Management’s Waste Management WM Stock Holding History

RW Investment 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 Q1	$447K	Buy	+1,945	New	+$447K	0.04%	73
2025 Q3	$644K	Hold	2,915	–	–	0.07%	56
2025 Q2	$667K	Hold	2,915	–	–	0.07%	53
2025 Q1	$675K	Hold	2,915	–	–	0.08%	47
2024 Q4	$588K	Sell	2,915 -1,637	-36%	-$352K	0.07%	57
2024 Q3	$945K	Hold	4,552	–	–	0.12%	42
2024 Q2	$971K	Sell	4,552 -15	-0.3%	-$3.12K	0.13%	36
2024 Q1	$973K	Buy	4,567 +425	+10%	+$83.5K	0.14%	38
2023 Q4	$742K	Sell	4,142 -2	-0%	-$335	0.11%	36
2023 Q3	$632K	Hold	4,144	–	–	0.11%	42
2023 Q2	$719K	Hold	4,144	–	–	0.15%	39
2023 Q1	$676K	Sell	4,144 -146	-3%	-$22.4K	0.19%	39
2022 Q4	$673K	Buy	+4,290	New	+$690K	0.26%	37

Other funds holding WM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

RW Investment Management's WM Position: Q1 2026 in Review

RW Investment Management opened a new position in Waste Management (WM) in Q1 2026: 1,945 shares worth $447K. The stake represents 0.04% of the portfolio and ranks #73 among its holdings. This is a return to the name: RW Investment Management previously reported a position in WM as recently as Q3 2025.

RW Investment Management first reported a position in WM in Q4 2022 and has held it in 13 quarters since. The position peaked at $973K in Q1 2024. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

RW Investment Management held 1,945 shares of Waste Management worth $447K as of Q1 2026.
Waste Management was a new RW Investment Management position in Q1 2026.
Waste Management made up 0.04% of RW Investment Management's portfolio in Q1 2026, its #73 holding.
RW Investment Management first reported a position in Waste Management in Q4 2022 and has held it in 13 quarters since.
RW Investment Management's Waste Management position peaked at $973K in Q1 2024.
2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.