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Sage Mountain Advisors’s Waste Management WM Stock Holding History

Sage Mountain 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 		– Sell
-2,942
Closed -$646K – 567
2025
Q4 		$646K Buy
2,942
+461
+19% +$98.3K 0.03% 236
2025
Q3 		$548K Sell
2,481
-604
-20% -$136K 0.03% 254
2025
Q2 		$706K Buy
3,085
+578
+23% +$134K 0.05% 190
2025
Q1 		$580K Buy
2,507
+1,120
+81% +$248K 0.04% 198
2024
Q4 		$280K Buy
1,387
+23
+2% +$4.94K 0.02% 308
2024
Q3 		$283K Sell
1,364
-53
-4% -$11.1K 0.02% 299
2024
Q2 		$302K Buy
1,417
+246
+21% +$51.1K 0.03% 250
2024
Q1 		$250K Sell
1,171
-281
-19% -$55.2K 0.03% 278
2023
Q4 		$260K Buy
1,452
+135
+10% +$22.6K 0.03% 222
2023
Q3 		$201K Sell
1,317
-385
-23% -$62.3K 0.03% 254
2023
Q2 		$295K Buy
1,702
+299
+21% +$49.4K 0.04% 181
2023
Q1 		$229K Buy
+1,403
New +$215K 0.04% 206

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 Mountain Advisors's WM Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Waste Management (WM) in Q1 2026, closing a stake of 2,942 shares — an estimated $646K sold.

Sage Mountain Advisors first reported a position in WM in Q1 2023 and held it in 12 quarters. The position peaked at $706K in Q2 2025. 2,364 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Waste Management position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 2,942 Waste Management shares in Q1 2026, an estimated $646K.
  • Sage Mountain Advisors first reported a position in Waste Management in Q1 2023 and held it in 12 quarters.
  • Sage Mountain Advisors's Waste Management position peaked at $706K in Q2 2025.
  • 2,364 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.