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Sterling Investment Advisors (Pennsylvania)’s Waste Management WM Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$421K Buy
1,891
+1
+0.1% +$222 0.07% 163
2026
Q1 		$434K Buy
1,890
+2
+0.1% +$460 0.08% 150
2025
Q4 		$415K Buy
1,888
+1
+0.1% +$213 0.08% 150
2025
Q3 		$417K Buy
1,887
+201
+12% +$45.3K 0.08% 145
2025
Q2 		$386K Sell
1,686
-74
-4% -$17.2K 0.08% 143
2025
Q1 		$407K Buy
1,760
+176
+11% +$39K 0.1% 133
2024
Q4 		$320K Buy
1,584
+201
+15% +$43.2K 0.08% 128
2024
Q3 		$287K Buy
1,383
+1
+0.1% +$209 0.07% 125
2024
Q2 		$295K Hold
1,382
– – 0.08% 120
2024
Q1 		$294K Buy
1,382
+1
+0.1% +$197 0.08% 122
2023
Q4 		$247K Buy
1,381
+1
+0.1% +$168 0.08% 123
2023
Q3 		$210K Sell
1,380
-20
-1% -$3.24K 0.07% 126
2023
Q2 		$243K Buy
1,400
+1
+0.1% +$165 0.08% 120
2023
Q1 		$228K Buy
1,399
+1
+0.1% +$153 0.08% 122
2022
Q4 		$219K Sell
1,398
-500
-26% -$80.5K 0.08% 131
2022
Q3 		$304K Buy
1,898
+1
+0.1% +$165 0.11% 116
2022
Q2 		$290K Sell
1,897
-199
-9% -$31.2K 0.1% 115
2022
Q1 		$332K Buy
2,096
+100
+5% +$15.2K 0.09% 118
2021
Q4 		$333K Hold
1,996
– – 0.09% 118
2021
Q3 		$298K Buy
1,996
+1
+0.1% +$150 0.09% 128
2021
Q2 		$280K Sell
1,995
-170
-8% -$23.5K 0.08% 132
2021
Q1 		$279K Sell
2,165
-25
-1% -$2.92K 0.09% 124
2020
Q4 		$258K Hold
2,190
– – 0.09% 120
2020
Q3 		$248K Hold
2,190
– – 0.1% 113
2020
Q2 		$231K Buy
+2,190
New +$221K 0.1% 116

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

Sterling Investment Advisors (Pennsylvania)'s WM Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its Waste Management (WM) stake by 0.05% in Q2 2026, buying an estimated $222 and bringing the position to 1,891 shares worth $421K. The position accounts for 0.07% of the portfolio, ranked #163.

Sterling Investment Advisors (Pennsylvania) first reported a position in WM in Q2 2020 and has held it in 25 quarters since. The position peaked at $434K in Q1 2026. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 1,891 shares of Waste Management worth $421K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) bought 1 Waste Management share in Q2 2026, an estimated $222.
  • Waste Management made up 0.07% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #163 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Waste Management in Q2 2020 and has held it in 25 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s Waste Management position peaked at $434K in Q1 2026.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.