Van Hulzen Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.2M | Buy |
36,813
+6,726
| +22% | +$1.5M | 0.58% | 42 |
|
|
2026
Q1 | $6.91M | Buy |
30,087
+26,487
| +736% | +$6.09M | 0.51% | 50 |
|
|
2025
Q4 | $791K | Sell |
3,600
-259
| -7% | -$55.2K | 0.06% | 183 |
|
|
2025
Q3 | $852K | Buy |
3,859
+87
| +2% | +$19.6K | 0.06% | 176 |
|
|
2025
Q2 | $863K | Buy |
3,772
+69
| +2% | +$16K | 0.07% | 168 |
|
|
2025
Q1 | $857K | Sell |
3,703
-194
| -5% | -$43K | 0.08% | 164 |
|
|
2024
Q4 | $786K | Hold |
3,897
| – | – | 0.06% | 183 |
|
|
2024
Q3 | $809K | Sell |
3,897
-5,221
| -57% | -$1.09M | 0.06% | 176 |
|
|
2024
Q2 | $1.95M | Sell |
9,118
-9,786
| -52% | -$2.03M | 0.13% | 112 |
|
|
2024
Q1 | $4.03M | Sell |
18,904
-86,721
| -82% | -$17M | 0.27% | 71 |
|
|
2023
Q4 | $18.9M | Sell |
105,625
-353
| -0.3% | -$59.2K | 1.33% | 21 |
|
|
2023
Q3 | $16.2M | Buy |
105,978
+17,519
| +20% | +$2.83M | 1.24% | 23 |
|
|
2023
Q2 | $15.3M | Buy |
88,459
+45,151
| +104% | +$7.46M | 1.31% | 26 |
|
|
2023
Q1 | $7.06M | Buy |
43,308
+26,294
| +155% | +$4.03M | 0.66% | 44 |
|
|
2022
Q4 | $2.67M | Buy |
17,014
+867
| +5% | +$140K | 0.31% | 73 |
|
|
2022
Q3 | $2.59M | Buy |
16,147
+10,903
| +208% | +$1.8M | 0.32% | 71 |
|
|
2022
Q2 | $802K | Sell |
5,244
-61
| -1% | -$9.55K | 0.1% | 129 |
|
|
2022
Q1 | $841K | Sell |
5,305
-318
| -6% | -$48.2K | 0.09% | 127 |
|
|
2021
Q4 | $938K | Sell |
5,623
-475
| -8% | -$76.4K | 0.1% | 122 |
|
|
2021
Q3 | $911K | Sell |
6,098
-40
| -0.7% | -$5.99K | 0.14% | 97 |
|
|
2021
Q2 | $860K | Sell |
6,138
-300
| -5% | -$41.5K | 0.13% | 97 |
|
|
2021
Q1 | $831K | Sell |
6,438
-49,471
| -88% | -$5.78M | 0.13% | 97 |
|
|
2020
Q4 | $6.59M | Sell |
55,909
-4,725
| -8% | -$551K | 1% | 33 |
|
|
2020
Q3 | $6.86M | Sell |
60,634
-2,491
| -4% | -$275K | 1.03% | 31 |
|
|
2020
Q2 | $6.69M | Sell |
63,125
-3,762
| -6% | -$380K | 1% | 33 |
|
|
2020
Q1 | $6.19M | Buy |
66,887
+61,663
| +1,180% | +$7.07M | 1.33% | 22 |
|
|
2019
Q4 | $595K | Buy |
5,224
+10
| +0.2% | +$1.13K | 0.12% | 126 |
|
|
2019
Q3 | $600K | Sell |
5,214
-116
| -2% | -$13.5K | 0.13% | 115 |
|
|
2019
Q2 | $615K | Buy |
5,330
+886
| +20% | +$96.1K | 0.13% | 111 |
|
|
2019
Q1 | $462K | Buy |
4,444
+76
| +2% | +$7.42K | 0.12% | 120 |
|
|
2018
Q4 | $389K | Buy |
4,368
+1,156
| +36% | +$104K | 0.11% | 132 |
|
|
2018
Q3 | $290K | Sell |
3,212
-300
| -9% | -$26.6K | 0.08% | 170 |
|
|
2018
Q2 | $286K | Buy |
3,512
+500
| +17% | +$41.4K | 0.08% | 154 |
|
|
2018
Q1 | $253K | Buy |
3,012
+488
| +19% | +$41.9K | 0.08% | 161 |
|
|
2017
Q4 | $218K | Buy |
+2,524
| New | +$205K | 0.07% | 191 |
|
Other funds holding WM
Van Hulzen Asset Management's WM Position: Q2 2026 in Review
Van Hulzen Asset Management increased its Waste Management (WM) stake by 22% in Q2 2026, buying an estimated $1.5M and bringing the position to 36,813 shares worth $8.2M. The position accounts for 0.58% of the portfolio, ranked #42.
Van Hulzen Asset Management first reported a position in WM in Q4 2017 and has held it in 35 quarters since. The position peaked at $18.9M in Q4 2023. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.
- Van Hulzen Asset Management held 36,813 shares of Waste Management worth $8.2M as of Q2 2026.
- Van Hulzen Asset Management bought 6,726 Waste Management shares in Q2 2026, an estimated $1.5M.
- Waste Management made up 0.58% of Van Hulzen Asset Management's portfolio in Q2 2026, its #42 holding.
- Van Hulzen Asset Management first reported a position in Waste Management in Q4 2017 and has held it in 35 quarters since.
- Van Hulzen Asset Management's Waste Management position peaked at $18.9M in Q4 2023.
- 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.
Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.