Wimmer Associates 1’s Waste Management WM Stock Holding History

Wimmer Associates 1’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	$395K	Buy	1,720 +45	+3%	+$10.3K	0.19%	84
2025 Q4	$368K	Hold	1,675	–	–	0.17%	83
2025 Q3	$370K	Hold	1,675	–	–	0.18%	84
2025 Q2	$383K	Hold	1,675	–	–	0.2%	82
2025 Q1	$373K	Hold	1,675	–	–	0.2%	84
2024 Q4	$338K	Sell	1,675 -25	-1%	-$5.37K	0.17%	88
2024 Q3	$353K	Hold	1,700	–	–	0.17%	89
2024 Q2	$363K	Hold	1,700	–	–	0.19%	88
2024 Q1	$362K	Hold	1,700	–	–	0.19%	89
2023 Q4	$304K	Hold	1,700	–	–	0.17%	93
2023 Q3	$259K	Sell	1,700 -50	-3%	-$8.09K	0.16%	96
2023 Q2	$304K	Hold	1,750	–	–	0.18%	93
2023 Q1	$295K	Buy	1,750 +50	+3%	+$7.66K	0.19%	94
2022 Q4	$267K	Hold	1,700	–	–	0.18%	97
2022 Q3	$269K	Sell	1,700 -50	-3%	-$8.25K	0.18%	95
2022 Q2	$268K	Sell	1,750 -20	-1%	-$3.13K	0.17%	98
2022 Q1	$281K	Hold	1,770	–	–	0.16%	101
2021 Q4	$295K	Sell	1,770 -5	-0.3%	-$804	0.16%	100
2021 Q3	$265K	Sell	1,775 -5	-0.3%	-$748	0.16%	105
2021 Q2	$249K	Buy	1,780 +30	+2%	+$4.15K	0.15%	107
2021 Q1	$226K	Hold	1,750	–	–	0.12%	107
2020 Q4	$206K	Buy	+1,750	New	+$204K	0.12%	111

Other funds holding WM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Wimmer Associates 1's WM Position: Q1 2026 in Review

Wimmer Associates 1 increased its Waste Management (WM) stake by 2.7% in Q1 2026, buying an estimated $10.3K and bringing the position to 1,720 shares worth $395K. The position accounts for 0.19% of the portfolio, ranked #84.

Wimmer Associates 1 first reported a position in WM in Q4 2020 and has held it in 22 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Wimmer Associates 1 held 1,720 shares of Waste Management worth $395K as of Q1 2026.
Wimmer Associates 1 bought 45 Waste Management shares in Q1 2026, an estimated $10.3K.
Waste Management made up 0.19% of Wimmer Associates 1's portfolio in Q1 2026, its #84 holding.
Wimmer Associates 1 first reported a position in Waste Management in Q4 2020 and has held it in 22 quarters since.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Wimmer Associates 1's 13F filing for Q1 2026, filed 15 May 2026.