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Shuttleworth & Co’s Waste Management WM Stock Holding History

Shuttleworth & Co’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 		$2.21M Sell
9,936
-332
-3% -$73.8K 1.77% 28
2026
Q1 		$2.36M Buy
10,268
+67
+0.7% +$15.4K 2.14% 23
2025
Q4 		$2.24M Buy
10,201
+218
+2% +$46.5K 2.05% 22
2025
Q3 		$2.2M Buy
+9,983
New +$2.25M 2% 21

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

Shuttleworth & Co's WM Position: Q2 2026 in Review

Shuttleworth & Co reduced its Waste Management (WM) stake by 3.2% in Q2 2026, selling an estimated $73.8K and leaving 9,936 shares worth $2.21M. The position accounts for 1.77% of the portfolio, ranked #28.

Shuttleworth & Co first reported a position in WM in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.36M in Q1 2026. 2,364 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Shuttleworth & Co held 9,936 shares of Waste Management worth $2.21M as of Q2 2026.
  • Shuttleworth & Co sold 332 Waste Management shares in Q2 2026, an estimated $73.8K.
  • Waste Management made up 1.77% of Shuttleworth & Co's portfolio in Q2 2026, its #28 holding.
  • Shuttleworth & Co first reported a position in Waste Management in Q3 2025 and has held it in 4 quarters since.
  • Shuttleworth & Co's Waste Management position peaked at $2.36M in Q1 2026.
  • 2,364 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Shuttleworth & Co's 13F filing for Q2 2026, filed 5 Aug 2026.