Tortoise Investment Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-299
| Closed | -$66K | – | 1457 |
|
|
2025
Q3 | $66K | Buy |
299
+5
| +2% | +$1.13K | 0.01% | 356 |
|
|
2025
Q2 | $67.3K | Buy |
294
+15
| +5% | +$3.48K | 0.01% | 347 |
|
|
2025
Q1 | $64.6K | Hold |
279
| – | – | 0.01% | 336 |
|
|
2024
Q4 | $56.3K | Hold |
279
| – | – | 0.01% | 404 |
|
|
2024
Q3 | $57.9K | Hold |
279
| – | – | 0.01% | 386 |
|
|
2024
Q2 | $59.5K | Hold |
279
| – | – | 0.01% | 366 |
|
|
2024
Q1 | $59.5K | Hold |
279
| – | – | 0.01% | 363 |
|
|
2023
Q4 | $50K | Hold |
279
| – | – | 0.01% | 354 |
|
|
2023
Q3 | $42.5K | Buy |
279
+10
| +4% | +$1.62K | 0.01% | 360 |
|
|
2023
Q2 | $46.6K | Hold |
269
| – | – | 0.01% | 358 |
|
|
2023
Q1 | $43.9K | Hold |
269
| – | – | 0.01% | 349 |
|
|
2022
Q4 | $42.2K | Hold |
269
| – | – | 0.01% | 348 |
|
|
2022
Q3 | $43K | Buy |
269
+188
| +232% | +$31K | 0.01% | 331 |
|
|
2022
Q2 | $12K | Hold |
81
| – | – | ﹤0.01% | 499 |
|
|
2022
Q1 | $13K | Hold |
81
| – | – | ﹤0.01% | 481 |
|
|
2021
Q4 | $14K | Hold |
81
| – | – | ﹤0.01% | 449 |
|
|
2021
Q3 | $12K | Hold |
81
| – | – | ﹤0.01% | 451 |
|
|
2021
Q2 | $11K | Hold |
81
| – | – | ﹤0.01% | 461 |
|
|
2021
Q1 | $10K | Hold |
81
| – | – | ﹤0.01% | 446 |
|
|
2020
Q4 | $10K | Sell |
81
-73
| -47% | -$8.51K | ﹤0.01% | 421 |
|
|
2020
Q3 | $17K | Buy |
154
+30
| +24% | +$3.31K | ﹤0.01% | 326 |
|
|
2020
Q2 | $13K | Sell |
124
-82
| -40% | -$8.28K | ﹤0.01% | 345 |
|
|
2020
Q1 | $19K | Buy |
206
+75
| +57% | +$8.6K | 0.01% | 300 |
|
|
2019
Q4 | $15K | Sell |
131
-50
| -28% | -$5.65K | ﹤0.01% | 361 |
|
|
2019
Q3 | $21K | Hold |
181
| – | – | 0.01% | 313 |
|
|
2019
Q2 | $21K | Buy |
181
+100
| +123% | +$10.8K | 0.01% | 335 |
|
|
2019
Q1 | $8K | Hold |
81
| – | – | ﹤0.01% | 439 |
|
|
2018
Q4 | $7K | Hold |
81
| – | – | ﹤0.01% | 428 |
|
|
2018
Q3 | $7K | Hold |
81
| – | – | ﹤0.01% | 433 |
|
|
2018
Q2 | $7K | Hold |
81
| – | – | ﹤0.01% | 444 |
|
|
2018
Q1 | $7K | Hold |
81
| – | – | ﹤0.01% | 423 |
|
|
2017
Q4 | $7K | Hold |
81
| – | – | ﹤0.01% | 428 |
|
|
2017
Q3 | $6K | Hold |
81
| – | – | ﹤0.01% | 404 |
|
|
2017
Q2 | $6K | Hold |
81
| – | – | ﹤0.01% | 396 |
|
|
2017
Q1 | $6K | Buy |
+81
| New | +$5.78K | ﹤0.01% | 380 |
|
Other funds holding WM
Tortoise Investment Management's WM Position: Q4 2025 in Review
Tortoise Investment Management sold out of Waste Management (WM) in Q4 2025, closing a stake of 299 shares — an estimated $66K sold.
Tortoise Investment Management first reported a position in WM in Q1 2017 and held it in 35 quarters. The position peaked at $67.3K in Q2 2025. 2,315 funds tracked by Wall St. Rank hold WM as of Q4 2025.
- Tortoise Investment Management reported no remaining Waste Management position as of Q4 2025 after selling out during the quarter.
- Tortoise Investment Management sold 299 Waste Management shares in Q4 2025, an estimated $66K.
- Tortoise Investment Management first reported a position in Waste Management in Q1 2017 and held it in 35 quarters.
- Tortoise Investment Management's Waste Management position peaked at $67.3K in Q2 2025.
- 2,315 funds tracked by Wall St. Rank held Waste Management as of Q4 2025.
Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.