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Stack Financial Management’s Waste Management WM Stock Holding History

Stack Financial Management’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 		$33.6M Buy
146,166
+364
+0.2% +$83.6K 2.47% 11
2025
Q4 		$32M Buy
145,802
+161
+0.1% +$34.3K 2.44% 11
2025
Q3 		$32.2M Sell
145,641
-876
-0.6% -$197K 2.67% 11
2025
Q2 		$33.5M Sell
146,517
-1,632
-1% -$379K 2.96% 8
2025
Q1 		$34.3M Sell
148,149
-327
-0.2% -$72.4K 2.86% 9
2024
Q4 		$30M Sell
148,476
-706
-0.5% -$152K 2.74% 8
2024
Q3 		$31M Sell
149,182
-674
-0.4% -$141K 2.78% 8
2024
Q2 		$32M Sell
149,856
-11
-0% -$2.29K 2.96% 9
2024
Q1 		$31.9M Sell
149,867
-398
-0.3% -$78.2K 2.93% 10
2023
Q4 		$26.9M Sell
150,265
-2,984
-2% -$500K 3.04% 8
2023
Q3 		$23.4M Buy
153,249
+1,216
+0.8% +$197K 2.72% 11
2023
Q2 		$26.4M Buy
152,033
+610
+0.4% +$101K 2.95% 9
2023
Q1 		$24.7M Buy
151,423
+3,327
+2% +$510K 3.01% 8
2022
Q4 		$23.2M Buy
148,096
+1,520
+1% +$245K 2.34% 13
2022
Q3 		$23.5M Sell
146,576
-56
-0% -$9.24K 2.46% 11
2022
Q2 		$22.4M Sell
146,632
-1,716
-1% -$269K 2.23% 12
2022
Q1 		$23.5M Sell
148,348
-832
-0.6% -$126K 1.89% 17
2021
Q4 		$24.9M Sell
149,180
-1,391
-0.9% -$224K 2.15% 16
2021
Q3 		$22.5M Sell
150,571
-1,308
-0.9% -$196K 2.15% 15
2021
Q2 		$21.3M Buy
151,879
+623
+0.4% +$86.1K 1.83% 20
2021
Q1 		$19.5M Sell
151,256
-688
-0.5% -$80.4K 1.65% 25
2020
Q4 		$17.9M Buy
151,944
+870
+0.6% +$101K 1.58% 27
2020
Q3 		$17.1M Buy
151,074
+1,583
+1% +$175K 1.72% 24
2020
Q2 		$15.8M Buy
+149,491
New +$15.1M 1.8% 23

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

Stack Financial Management's WM Position: Q1 2026 in Review

Stack Financial Management increased its Waste Management (WM) stake by 0.25% in Q1 2026, buying an estimated $83.6K and bringing the position to 146,166 shares worth $33.6M. The position accounts for 2.47% of the portfolio, ranked #11.

Stack Financial Management first reported a position in WM in Q2 2020 and has held it in 24 quarters since. The position peaked at $34.3M in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Stack Financial Management held 146,166 shares of Waste Management worth $33.6M as of Q1 2026.
  • Stack Financial Management bought 364 Waste Management shares in Q1 2026, an estimated $83.6K.
  • Waste Management made up 2.47% of Stack Financial Management's portfolio in Q1 2026, its #11 holding.
  • Stack Financial Management first reported a position in Waste Management in Q2 2020 and has held it in 24 quarters since.
  • Stack Financial Management's Waste Management position peaked at $34.3M in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Stack Financial Management's 13F filing for Q1 2026, filed 4 May 2026.