Scholtz & Company’s Waste Management WM Stock Holding History

Scholtz & Company’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	-19,257	Closed	-$4.23M	–	58
2025 Q4	$4.23M	Buy	19,257 +278	+1%	+$59.3K	1.84%	21
2025 Q3	$4.19M	Buy	18,979 +118	+0.6%	+$26.6K	1.84%	19
2025 Q2	$4.32M	Sell	18,861 -269	-1%	-$62.4K	1.89%	21
2025 Q1	$4.43M	Buy	19,130 +92	+0.5%	+$20.4K	2.19%	18
2024 Q4	$3.84M	Buy	+19,038	New	+$4.09M	1.83%	20
2018 Q2	–	Sell	-3,018	Closed	-$254K	–	66
2018 Q1	$254K	Buy	+3,018	New	+$259K	0.19%	54
2017 Q1	–	Sell	-32,945	Closed	-$2.34M	–	48
2016 Q4	$2.34M	Buy	+32,945	New	+$2.2M	2.03%	22

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

Scholtz & Company's WM Position: Q1 2026 in Review

Scholtz & Company sold out of Waste Management (WM) in Q1 2026, closing a stake of 19,257 shares — an estimated $4.23M sold.

Scholtz & Company first reported a position in WM in Q4 2016 and held it in 7 quarters. The position peaked at $4.43M in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Scholtz & Company reported no remaining Waste Management position as of Q1 2026 after selling out during the quarter.
Scholtz & Company sold 19,257 Waste Management shares in Q1 2026, an estimated $4.23M.
Scholtz & Company first reported a position in Waste Management in Q4 2016 and held it in 7 quarters.
Scholtz & Company's Waste Management position peaked at $4.43M in Q1 2025.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Scholtz & Company's 13F filing for Q1 2026, filed 15 May 2026.