WC
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Waterloo Capital’s Waste Management WM Stock Holding History

Waterloo Capital’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 		$710K Buy
3,092
+1,281
+71% +$294K 0.05% 250
2025
Q4 		$398K Sell
1,811
-1,743
-49% -$372K 0.03% 328
2025
Q3 		$785K Buy
3,554
+93
+3% +$20.9K 0.06% 209
2025
Q2 		$792K Buy
3,461
+879
+34% +$204K 0.06% 208
2025
Q1 		$598K Buy
2,582
+1,545
+149% +$342K 0.06% 224
2024
Q4 		$209K Sell
1,037
-150
-13% -$32.2K 0.02% 348
2024
Q3 		$246K Buy
1,187
+142
+14% +$29.6K 0.03% 318
2024
Q2 		$223K Sell
1,045
-27
-3% -$5.61K 0.03% 321
2024
Q1 		$229K Buy
+1,072
New +$211K 0.03% 324
2023
Q3 		– Sell
-1,294
Closed -$224K – 243
2023
Q2 		$224K Buy
+1,294
New +$214K 0.07% 172
2020
Q1 		$536K Buy
+5,793
New +$664K 0.38% 58

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

Waterloo Capital's WM Position: Q1 2026 in Review

Waterloo Capital increased its Waste Management (WM) stake by 71% in Q1 2026, buying an estimated $294K and bringing the position to 3,092 shares worth $710K. The position accounts for 0.05% of the portfolio, ranked #250.

Waterloo Capital first reported a position in WM in Q1 2020 and has held it in 11 quarters since. The position peaked at $792K in Q2 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Waterloo Capital held 3,092 shares of Waste Management worth $710K as of Q1 2026.
  • Waterloo Capital bought 1,281 Waste Management shares in Q1 2026, an estimated $294K.
  • Waste Management made up 0.05% of Waterloo Capital's portfolio in Q1 2026, its #250 holding.
  • Waterloo Capital first reported a position in Waste Management in Q1 2020 and has held it in 11 quarters since.
  • Waterloo Capital's Waste Management position peaked at $792K in Q2 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.