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Values First Advisors’s Waste Management WM Stock Holding History

Values First Advisors’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 		$413K Hold
1,853
– – 0.19% 127
2026
Q1 		$426K Sell
1,853
-40
-2% -$9.19K 0.22% 111
2025
Q4 		$416K Hold
1,893
– – 0.22% 113
2025
Q3 		$418K Sell
1,893
-22
-1% -$4.96K 0.22% 119
2025
Q2 		$438K Sell
1,915
-22
-1% -$5.1K 0.24% 114
2025
Q1 		$449K Sell
1,937
-43
-2% -$9.52K 0.26% 105
2024
Q4 		$400K Sell
1,980
-21
-1% -$4.51K 0.22% 112
2024
Q3 		$415K Sell
2,001
-19
-0.9% -$3.96K 0.23% 105
2024
Q2 		$431K Sell
2,020
-926
-31% -$192K 0.26% 93
2024
Q1 		$628K Buy
2,946
+63
+2% +$12.4K 0.37% 76
2023
Q4 		$516K Buy
2,883
+470
+19% +$78.8K 0.31% 100
2023
Q3 		$368K Sell
2,413
-113
-4% -$18.3K 0.24% 109
2023
Q2 		$438K Hold
2,526
– – 0.26% 102
2023
Q1 		$412K Sell
2,526
-35
-1% -$5.36K 0.26% 101
2022
Q4 		$402K Sell
2,561
-25
-1% -$4.02K 0.28% 96
2022
Q3 		$414K Hold
2,586
– – 0.3% 93
2022
Q2 		$396K Hold
2,586
– – 0.28% 96
2022
Q1 		$410K Sell
2,586
-2
-0.1% -$303 0.26% 105
2021
Q4 		$432K Sell
2,588
-40
-2% -$6.43K 0.26% 105
2021
Q3 		$392K Buy
2,628
+10
+0.4% +$1.5K 0.25% 109
2021
Q2 		$367K Sell
2,618
-74
-3% -$10.2K 0.25% 114
2021
Q1 		$347K Buy
+2,692
New +$315K 0.26% 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

Values First Advisors's WM Position: Q2 2026 in Review

Values First Advisors held its Waste Management (WM) position steady in Q2 2026 at 1,853 shares worth $413K. The position accounts for 0.19% of the portfolio, ranked #127.

Values First Advisors first reported a position in WM in Q1 2021 and has held it in 22 quarters since. The position peaked at $628K in Q1 2024. 2,369 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Values First Advisors held 1,853 shares of Waste Management worth $413K as of Q2 2026.
  • Values First Advisors left its Waste Management share count unchanged in Q2 2026.
  • Waste Management made up 0.19% of Values First Advisors's portfolio in Q2 2026, its #127 holding.
  • Values First Advisors first reported a position in Waste Management in Q1 2021 and has held it in 22 quarters since.
  • Values First Advisors's Waste Management position peaked at $628K in Q1 2024.
  • 2,369 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.