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Simon Quick Advisors’s Waste Management WM Stock Holding History

Simon Quick 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 		$1.72M Sell
7,490
-291
-4% -$66.9K 0.08% 148
2025
Q4 		$1.71M Buy
+7,781
New +$1.66M 0.07% 149
2025
Q2 		– Sell
-1,941
Closed -$449K – 657
2025
Q1 		$449K Buy
1,941
+97
+5% +$21.5K 0.03% 322
2024
Q4 		$372K Buy
1,844
+680
+58% +$146K 0.02% 313
2024
Q3 		$242K Buy
1,164
+136
+13% +$28.4K 0.02% 368
2024
Q2 		$219K Buy
+1,028
New +$214K 0.02% 348
2022
Q2 		– Sell
-762
Closed -$121K – 397
2022
Q1 		$121K Buy
762
+212
+39% +$32.1K 0.03% 133
2021
Q4 		$92K Sell
550
-221
-29% -$35.5K 0.02% 171
2021
Q3 		$115K Buy
771
+21
+3% +$3.14K 0.03% 156
2021
Q2 		$105K Buy
750
+300
+67% +$41.5K 0.03% 145
2021
Q1 		$58K Buy
450
+300
+200% +$35.1K 0.02% 227
2020
Q4 		$18K Sell
150
-148
-50% -$17.3K 0.01% 337
2020
Q3 		$34K Hold
298
– – 0.01% 242
2020
Q2 		$32K Buy
298
+140
+89% +$14.1K 0.01% 251
2020
Q1 		$15K Buy
158
+104
+193% +$11.9K 0.01% 301
2019
Q4 		$6K Buy
+54
New +$6.1K ﹤0.01% 476

Other funds holding WM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Simon Quick Advisors's WM Position: Q1 2026 in Review

Simon Quick Advisors reduced its Waste Management (WM) stake by 3.7% in Q1 2026, selling an estimated $66.9K and leaving 7,490 shares worth $1.72M. The position accounts for 0.08% of the portfolio, ranked #148.

Simon Quick Advisors first reported a position in WM in Q4 2019 and has held it in 16 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Simon Quick Advisors held 7,490 shares of Waste Management worth $1.72M as of Q1 2026.
  • Simon Quick Advisors sold 291 Waste Management shares in Q1 2026, an estimated $66.9K.
  • Waste Management made up 0.08% of Simon Quick Advisors's portfolio in Q1 2026, its #148 holding.
  • Simon Quick Advisors first reported a position in Waste Management in Q4 2019 and has held it in 16 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.