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Westover Capital Advisors’s Waste Management WM Stock Holding History

Westover Capital 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 		$993K Sell
4,455
-629
-12% -$140K 0.17% 97
2026
Q1 		$1.17M Hold
5,084
– – 0.22% 85
2025
Q4 		$1.12M Sell
5,084
-568
-10% -$121K 0.2% 93
2025
Q3 		$1.25M Sell
5,652
-87
-2% -$19.6K 0.23% 86
2025
Q2 		$1.31M Sell
5,739
-170
-3% -$39.4K 0.26% 78
2025
Q1 		$1.37M Sell
5,909
-34
-0.6% -$7.53K 0.3% 76
2024
Q4 		$1.2M Sell
5,943
-68
-1% -$14.6K 0.26% 85
2024
Q3 		$1.25M Sell
6,011
-33
-0.5% -$6.88K 0.24% 89
2024
Q2 		$1.29M Sell
6,044
-11
-0.2% -$2.29K 0.33% 74
2024
Q1 		$1.29M Sell
6,055
-27
-0.4% -$5.31K 0.38% 71
2023
Q4 		$1.09M Buy
6,082
+472
+8% +$79.1K 0.35% 72
2023
Q3 		$855K Sell
5,610
-196
-3% -$31.7K 0.31% 74
2023
Q2 		$1.01M Sell
5,806
-26
-0.4% -$4.3K 0.35% 74
2023
Q1 		$952K Sell
5,832
-11
-0.2% -$1.69K 0.35% 71
2022
Q4 		$917K Sell
5,843
-172
-3% -$27.7K 0.36% 68
2022
Q3 		$964K Sell
6,015
-111
-2% -$18.3K 0.37% 70
2022
Q2 		$937K Sell
6,126
-195
-3% -$30.5K 0.35% 68
2022
Q1 		$1M Sell
6,321
-45
-0.7% -$6.82K 0.31% 72
2021
Q4 		$1.06M Sell
6,366
-90
-1% -$14.5K 0.31% 72
2021
Q3 		$964K Sell
6,456
-36
-0.6% -$5.39K 0.3% 77
2021
Q2 		$910K Sell
6,492
-212
-3% -$29.3K 0.29% 75
2021
Q1 		$865K Sell
6,704
-1,813
-21% -$212K 0.3% 74
2020
Q4 		$1M Sell
8,517
-71
-0.8% -$8.28K 0.36% 69
2020
Q3 		$972K Sell
8,588
-333
-4% -$36.8K 0.4% 63
2020
Q2 		$945K Buy
8,921
+46
+0.5% +$4.64K 0.44% 60
2020
Q1 		$821K Buy
8,875
+121
+1% +$13.9K 0.44% 58
2019
Q4 		$998K Buy
8,754
+953
+12% +$108K 0.45% 54
2019
Q3 		$897K Buy
7,801
+449
+6% +$52.4K 0.42% 59
2019
Q2 		$848K Sell
7,352
-74
-1% -$8.03K 0.42% 61
2019
Q1 		$772K Buy
7,426
+930
+14% +$90.8K 0.4% 60
2018
Q4 		$578K Buy
+6,496
New +$583K 0.36% 63

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

Westover Capital Advisors's WM Position: Q2 2026 in Review

Westover Capital Advisors reduced its Waste Management (WM) stake by 12% in Q2 2026, selling an estimated $140K and leaving 4,455 shares worth $993K. The position accounts for 0.17% of the portfolio, ranked #97.

Westover Capital Advisors first reported a position in WM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.37M in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Westover Capital Advisors held 4,455 shares of Waste Management worth $993K as of Q2 2026.
  • Westover Capital Advisors sold 629 Waste Management shares in Q2 2026, an estimated $140K.
  • Waste Management made up 0.17% of Westover Capital Advisors's portfolio in Q2 2026, its #97 holding.
  • Westover Capital Advisors first reported a position in Waste Management in Q4 2018 and has held it in 31 quarters since.
  • Westover Capital Advisors's Waste Management position peaked at $1.37M in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.