WA
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Whipplewood Advisors’s Waste Management WM Stock Holding History

Whipplewood 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 		$1.56K Sell
7
-45
-87% -$10K ﹤0.01% 474
2026
Q1 		$11.9K Buy
+52
New +$11.9K 0.01% 462
2025
Q3 		– Sell
-54
Closed -$12.4K – 1163
2025
Q2 		$12.4K Buy
54
+50
+1,250% +$11.6K 0.01% 529
2025
Q1 		$12.5K Sell
4
-50
-93% -$11.1K 0.01% 524
2024
Q4 		$10.9K Buy
+54
New +$11.6K 0.01% 546

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's WM Position: Q2 2026 in Review

Whipplewood Advisors reduced its Waste Management (WM) stake by 87% in Q2 2026, selling an estimated $10K and leaving 7 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Whipplewood Advisors first reported a position in WM in Q4 2024 and has held it in 5 quarters since. The position peaked at $12.5K in Q1 2025. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Whipplewood Advisors held 7 shares of Waste Management worth $1.56K as of Q2 2026.
  • Whipplewood Advisors sold 45 Waste Management shares in Q2 2026, an estimated $10K.
  • Waste Management made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #474 holding.
  • Whipplewood Advisors first reported a position in Waste Management in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Waste Management position peaked at $12.5K in Q1 2025.
  • 2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.