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Waverly Advisors’s Waste Management WM Stock Holding History

Waverly 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 		$29.4M Buy
132,053
+8,347
+7% +$1.86M 0.17% 119
2026
Q1 		$28.4M Buy
123,706
+19,101
+18% +$4.39M 0.21% 97
2025
Q4 		$23M Buy
104,605
+7,780
+8% +$1.66M 0.19% 108
2025
Q3 		$21.4M Buy
96,825
+1,463
+2% +$330K 0.21% 91
2025
Q2 		$21.8M Buy
95,362
+1,447
+2% +$336K 0.24% 83
2025
Q1 		$21.7M Buy
93,915
+22,194
+31% +$4.92M 0.27% 82
2024
Q4 		$14.5M Buy
71,721
+3,955
+6% +$849K 0.22% 93
2024
Q3 		$14.1M Buy
67,766
+9,734
+17% +$2.03M 0.26% 75
2024
Q2 		$12.4M Buy
58,032
+55,877
+2,593% +$11.6M 0.24% 83
2024
Q1 		$459K Buy
2,155
+530
+33% +$104K 0.01% 496
2023
Q4 		$291K Sell
1,625
-43
-3% -$7.21K 0.01% 361
2023
Q3 		$254K Sell
1,668
-103
-6% -$16.7K 0.01% 352
2023
Q2 		$307K Buy
+1,771
New +$293K 0.01% 295
2018
Q1 		– Sell
-120
Closed -$10K – 358
2017
Q4 		$10K Buy
+120
New +$9.77K ﹤0.01% 327
2015
Q2 		– Sell
-114
Closed -$6K – 405
2015
Q1 		$6K Buy
+114
New +$6.07K ﹤0.01% 293
2014
Q4 		– Sell
-8,680
Closed -$413K – 684
2014
Q3 		$413K Sell
8,680
-790
-8% -$36.2K 0.22% 58
2014
Q2 		$424K Buy
9,470
+790
+9% +$34.4K 0.18% 64
2014
Q1 		$365K Hold
8,680
– – 0.17% 74
2013
Q4 		$389K Buy
+8,680
New +$379K 0.14% 88

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

Waverly Advisors's WM Position: Q2 2026 in Review

Waverly Advisors increased its Waste Management (WM) stake by 6.7% in Q2 2026, buying an estimated $1.86M and bringing the position to 132,053 shares worth $29.4M. The position accounts for 0.17% of the portfolio, ranked #119.

Waverly Advisors first reported a position in WM in Q4 2013 and has held it in 19 quarters since. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Waverly Advisors held 132,053 shares of Waste Management worth $29.4M as of Q2 2026.
  • Waverly Advisors bought 8,347 Waste Management shares in Q2 2026, an estimated $1.86M.
  • Waste Management made up 0.17% of Waverly Advisors's portfolio in Q2 2026, its #119 holding.
  • Waverly Advisors first reported a position in Waste Management in Q4 2013 and has held it in 19 quarters since.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.