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Stokes Family Office’s Waste Management WM Stock Holding History

Stokes Family Office’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 		$1.2M Sell
5,203
-486
-9% -$112K 0.12% 119
2025
Q4 		$1.25M Buy
5,689
+2,670
+88% +$569K 0.11% 121
2025
Q3 		$667K Buy
3,019
+1,098
+57% +$247K 0.06% 158
2025
Q2 		$440K Buy
1,921
+52
+3% +$12.1K 0.05% 176
2025
Q1 		$433K Hold
1,869
– – 0.05% 172
2024
Q4 		$377K Sell
1,869
-42
-2% -$9.02K 0.04% 184
2024
Q3 		$397K Hold
1,911
– – 0.04% 174
2024
Q2 		$408K Buy
1,911
+57
+3% +$11.8K 0.05% 166
2024
Q1 		$395K Buy
1,854
+66
+4% +$13K 0.05% 166
2023
Q4 		$320K Sell
1,788
-5,570
-76% -$934K 0.04% 170
2023
Q3 		$1.12M Buy
7,358
+119
+2% +$19.3K 0.13% 121
2023
Q2 		$1.26M Buy
7,239
+165
+2% +$27.3K 0.15% 111
2023
Q1 		$1.15M Buy
7,074
+1,604
+29% +$246K 0.14% 113
2022
Q4 		$858K Sell
5,470
-660
-11% -$106K 0.11% 117
2022
Q3 		$982K Buy
6,130
+453
+8% +$74.8K 0.14% 108
2022
Q2 		$869K Buy
5,677
+328
+6% +$51.4K 0.12% 119
2022
Q1 		$848K Buy
5,349
+68
+1% +$10.3K 0.11% 116
2021
Q4 		$881K Buy
5,281
+117
+2% +$18.8K 0.11% 113
2021
Q3 		$771K Buy
5,164
+1,159
+29% +$173K 0.11% 113
2021
Q2 		$561K Buy
4,005
+187
+5% +$25.9K 0.08% 130
2021
Q1 		$493K Buy
3,818
+1,022
+37% +$119K 0.08% 133
2020
Q4 		$330K Sell
2,796
-187
-6% -$21.8K 0.07% 135
2020
Q3 		$338K Buy
+2,983
New +$330K 0.08% 119

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 $37.4B AUM 35.42% 1-Year Est. Return

Stokes Family Office's WM Position: Q1 2026 in Review

Stokes Family Office reduced its Waste Management (WM) stake by 8.5% in Q1 2026, selling an estimated $112K and leaving 5,203 shares worth $1.2M. The position accounts for 0.12% of the portfolio, ranked #119.

Stokes Family Office first reported a position in WM in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.26M in Q2 2023. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Stokes Family Office held 5,203 shares of Waste Management worth $1.2M as of Q1 2026.
  • Stokes Family Office sold 486 Waste Management shares in Q1 2026, an estimated $112K.
  • Waste Management made up 0.12% of Stokes Family Office's portfolio in Q1 2026, its #119 holding.
  • Stokes Family Office first reported a position in Waste Management in Q3 2020 and has held it in 23 quarters since.
  • Stokes Family Office's Waste Management position peaked at $1.26M in Q2 2023.
  • 2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.