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SGL Investment Advisors’s Waste Management WM Stock Holding History

SGL Investment 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
Q2 		$245K Sell
1,080
-171
-14% -$38K 0.08% 129
2026
Q1 		$268K Buy
1,251
+171
+16% +$39.3K 0.1% 116
2025
Q4 		$245K Sell
1,080
-261
-19% -$55.6K 0.1% 121
2025
Q3 		$264K Sell
1,341
-1,671
-55% -$376K 0.11% 113
2025
Q2 		$677K Buy
3,012
+36
+1% +$8.35K 0.32% 64
2025
Q1 		$694K Sell
2,976
-43
-1% -$9.52K 0.36% 58
2024
Q4 		$687K Buy
3,019
+28
+0.9% +$6.01K 0.35% 58
2024
Q3 		$663K Buy
+2,991
New +$624K 0.34% 63

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

SGL Investment Advisors's WM Position: Q2 2026 in Review

SGL Investment Advisors reduced its Waste Management (WM) stake by 14% in Q2 2026, selling an estimated $38K and leaving 1,080 shares worth $245K. The position accounts for 0.08% of the portfolio, ranked #129.

SGL Investment Advisors first reported a position in WM in Q3 2024 and has held it in 8 quarters since. The position peaked at $694K in Q1 2025. 2,361 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • SGL Investment Advisors held 1,080 shares of Waste Management worth $245K as of Q2 2026.
  • SGL Investment Advisors sold 171 Waste Management shares in Q2 2026, an estimated $38K.
  • Waste Management made up 0.08% of SGL Investment Advisors's portfolio in Q2 2026, its #129 holding.
  • SGL Investment Advisors first reported a position in Waste Management in Q3 2024 and has held it in 8 quarters since.
  • SGL Investment Advisors's Waste Management position peaked at $694K in Q1 2025.
  • 2,361 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.