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Sage Investment Advisers’s Waste Management WM Stock Holding History

Sage Investment Advisers’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 		$1.52M Sell
6,839
-24
-0.3% -$5.34K 1.03% 27
2026
Q1 		$1.59M Sell
6,863
-209
-3% -$48K 1.17% 25
2025
Q4 		$1.55M Buy
+7,072
New +$1.51M 1.16% 26
2024
Q3 		$1.48M Sell
7,132
-91
-1% -$19K 1.55% 22
2024
Q2 		$1.54M Sell
7,223
-75
-1% -$15.6K 1.74% 20
2024
Q1 		$1.56M Sell
7,298
-746
-9% -$147K 1.78% 18
2023
Q4 		$1.44M Hold
8,044
– – 1.75% 20
2023
Q3 		$1.23M Sell
8,044
-600
-7% -$97.1K 1.68% 25
2023
Q2 		$1.5M Sell
8,644
-900
-9% -$149K 2% 22
2023
Q1 		$1.56M Hold
9,544
– – 2.08% 19
2022
Q4 		$1.5M Sell
9,544
-100
-1% -$16.1K 2.13% 18
2022
Q3 		$1.54M Sell
9,644
-620
-6% -$102K 2.44% 14
2022
Q2 		$1.57M Sell
10,264
-891
-8% -$140K 2.46% 13
2022
Q1 		$1.77M Sell
11,155
-1,000
-8% -$152K 2.34% 13
2021
Q4 		$2.03M Buy
+12,155
New +$1.95M 2.61% 11

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

Sage Investment Advisers's WM Position: Q2 2026 in Review

Sage Investment Advisers reduced its Waste Management (WM) stake by 0.35% in Q2 2026, selling an estimated $5.34K and leaving 6,839 shares worth $1.52M. The position accounts for 1.03% of the portfolio, ranked #27.

Sage Investment Advisers first reported a position in WM in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.03M in Q4 2021. 2,355 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Sage Investment Advisers held 6,839 shares of Waste Management worth $1.52M as of Q2 2026.
  • Sage Investment Advisers sold 24 Waste Management shares in Q2 2026, an estimated $5.34K.
  • Waste Management made up 1.03% of Sage Investment Advisers's portfolio in Q2 2026, its #27 holding.
  • Sage Investment Advisers first reported a position in Waste Management in Q4 2021 and has held it in 15 quarters since.
  • Sage Investment Advisers's Waste Management position peaked at $2.03M in Q4 2021.
  • 2,355 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.