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Tilia Fiduciary Partners’s Waste Management WM Stock Holding History

Tilia Fiduciary Partners’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 		$374K Buy
1,628
+82
+5% +$18.8K 0.21% 88
2025
Q4 		$340K Hold
1,546
– – 0.19% 94
2025
Q3 		$341K Sell
1,546
-9
-0.6% -$2.03K 0.2% 90
2025
Q2 		$356K Hold
1,555
– – 0.22% 90
2025
Q1 		$360K Sell
1,555
-5
-0.3% -$1.11K 0.24% 87
2024
Q4 		$315K Sell
1,560
-34
-2% -$7.3K 0.21% 91
2024
Q3 		$331K Buy
1,594
+27
+2% +$5.63K 0.23% 89
2024
Q2 		$334K Sell
1,567
-64
-4% -$13.3K 0.26% 82
2024
Q1 		$348K Sell
1,631
-33
-2% -$6.49K 0.28% 81
2023
Q4 		$298K Sell
1,664
-388
-19% -$65.1K 0.28% 83
2023
Q3 		$313K Buy
2,052
+187
+10% +$30.3K 0.33% 80
2023
Q2 		$323K Sell
1,865
-151
-7% -$25K 0.29% 76
2023
Q1 		$329K Sell
2,016
-379
-16% -$58K 0.31% 82
2022
Q4 		$376K Sell
2,395
-921
-28% -$148K 0.36% 77
2022
Q3 		$518K Sell
3,316
-4,635
-58% -$765K 0.52% 63
2022
Q2 		$1.2M Buy
7,951
+125
+2% +$19.6K 1.15% 21
2022
Q1 		$1.24M Sell
7,826
-123
-2% -$18.6K 1.05% 25
2021
Q4 		$1.33M Buy
+7,949
New +$1.28M 1.07% 25

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

Tilia Fiduciary Partners's WM Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its Waste Management (WM) stake by 5.3% in Q1 2026, buying an estimated $18.8K and bringing the position to 1,628 shares worth $374K. The position accounts for 0.21% of the portfolio, ranked #88.

Tilia Fiduciary Partners first reported a position in WM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.33M in Q4 2021. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Tilia Fiduciary Partners held 1,628 shares of Waste Management worth $374K as of Q1 2026.
  • Tilia Fiduciary Partners bought 82 Waste Management shares in Q1 2026, an estimated $18.8K.
  • Waste Management made up 0.21% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #88 holding.
  • Tilia Fiduciary Partners first reported a position in Waste Management in Q4 2021 and has held it in 18 quarters since.
  • Tilia Fiduciary Partners's Waste Management position peaked at $1.33M in Q4 2021.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.