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YHB Investment Advisors’s Waste Management WM Stock Holding History

YHB Investment 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 		$3.44M Buy
15,434
+3,509
+29% +$780K 0.22% 97
2026
Q1 		$2.74M Buy
11,925
+456
+4% +$105K 0.2% 104
2025
Q4 		$2.52M Buy
11,469
+425
+4% +$90.6K 0.17% 107
2025
Q3 		$2.44M Buy
11,044
+35
+0.3% +$7.88K 0.18% 112
2025
Q2 		$2.52M Buy
11,009
+196
+2% +$45.5K 0.19% 107
2025
Q1 		$2.5M Buy
10,813
+386
+4% +$85.5K 0.21% 106
2024
Q4 		$2.1M Buy
10,427
+46
+0.4% +$9.88K 0.17% 116
2024
Q3 		$2.16M Sell
10,381
-615
-6% -$128K 0.18% 113
2024
Q2 		$2.35M Sell
10,996
-568
-5% -$118K 0.2% 104
2024
Q1 		$2.46M Buy
11,564
+185
+2% +$36.4K 0.22% 98
2023
Q4 		$2.04M Sell
11,379
-10,891
-49% -$1.83M 0.2% 106
2023
Q3 		$3.63M Buy
22,270
+11,291
+103% +$1.83M 0.33% 82
2023
Q2 		$1.9M Buy
10,979
+458
+4% +$75.7K 0.18% 120
2023
Q1 		$1.72M Sell
10,521
-81
-0.8% -$12.4K 0.17% 116
2022
Q4 		$1.66M Buy
10,602
+174
+2% +$28K 0.18% 111
2022
Q3 		$1.67M Sell
10,428
-30
-0.3% -$4.95K 0.19% 111
2022
Q2 		$1.6M Buy
10,458
+25
+0.2% +$3.92K 0.17% 118
2022
Q1 		$1.65M Sell
10,433
-661
-6% -$100K 0.15% 126
2021
Q4 		$1.85M Sell
11,094
-231
-2% -$37.1K 0.15% 138
2021
Q3 		$1.69M Sell
11,325
-150
-1% -$22.4K 0.15% 135
2021
Q2 		$1.61M Buy
11,475
+170
+2% +$23.5K 0.14% 143
2021
Q1 		$1.53M Sell
11,305
-414
-4% -$48.4K 0.13% 144
2020
Q4 		$1.38M Buy
11,719
+90
+0.8% +$10.5K 0.13% 143
2020
Q3 		$1.32M Buy
11,629
+55
+0.5% +$6.08K 0.14% 131
2020
Q2 		$1.23M Hold
11,574
– – 0.18% 98
2020
Q1 		$1.07M Buy
11,574
+175
+2% +$20.1K 0.18% 99
2019
Q4 		$1.3M Sell
11,399
-125
-1% -$14.1K 0.19% 98
2019
Q3 		$1.32M Sell
11,524
-410
-3% -$47.9K 0.2% 94
2019
Q2 		$1.38M Sell
11,934
-500
-4% -$54.3K 0.22% 98
2019
Q1 		$1.29M Sell
12,434
-700
-5% -$68.3K 0.2% 103
2018
Q4 		$1.17M Buy
13,134
+1,695
+15% +$152K 0.21% 103
2018
Q3 		$1.03M Sell
11,439
-200
-2% -$17.7K 0.16% 116
2018
Q2 		$947K Sell
11,639
-197
-2% -$16.3K 0.15% 118
2018
Q1 		$996K Sell
11,836
-170
-1% -$14.6K 0.17% 114
2017
Q4 		$1.04M Buy
12,006
+235
+2% +$19.1K 0.18% 108
2017
Q3 		$921K Sell
11,771
-610
-5% -$46.4K 0.16% 111
2017
Q2 		$908K Buy
12,381
+975
+9% +$71K 0.16% 111
2017
Q1 		$830K Sell
11,406
-1,160
-9% -$82.8K 0.16% 112
2016
Q4 		$891K Buy
12,566
+43
+0.3% +$2.88K 0.19% 108
2016
Q3 		$798K Sell
12,523
-47
-0.4% -$3.07K 0.19% 106
2016
Q2 		$833K Sell
12,570
-52
-0.4% -$3.14K 0.18% 106
2016
Q1 		$745K Buy
12,622
+750
+6% +$41.4K 0.2% 101
2015
Q4 		$634K Buy
11,872
+100
+0.8% +$5.31K 0.14% 115
2015
Q3 		$586K Buy
11,772
+35
+0.3% +$1.74K 0.14% 118
2015
Q2 		$544K Buy
11,737
+1,000
+9% +$50.3K 0.12% 121
2015
Q1 		$582K Sell
10,737
-250
-2% -$13.3K 0.13% 121
2014
Q4 		$564K Buy
10,987
+487
+5% +$23.7K 0.13% 121
2014
Q3 		$499K Buy
10,500
+613
+6% +$28.1K 0.12% 119
2014
Q2 		$442K Buy
9,887
+3,367
+52% +$146K 0.11% 122
2014
Q1 		$274K Buy
+6,520
New +$273K 0.07% 138

Other funds holding WM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

YHB Investment Advisors's WM Position: Q2 2026 in Review

YHB Investment Advisors increased its Waste Management (WM) stake by 29% in Q2 2026, buying an estimated $780K and bringing the position to 15,434 shares worth $3.44M. The position accounts for 0.22% of the portfolio, ranked #97.

YHB Investment Advisors first reported a position in WM in Q1 2014 and has held it in 50 quarters since. The position peaked at $3.63M in Q3 2023. 734 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • YHB Investment Advisors held 15,434 shares of Waste Management worth $3.44M as of Q2 2026.
  • YHB Investment Advisors bought 3,509 Waste Management shares in Q2 2026, an estimated $780K.
  • Waste Management made up 0.22% of YHB Investment Advisors's portfolio in Q2 2026, its #97 holding.
  • YHB Investment Advisors first reported a position in Waste Management in Q1 2014 and has held it in 50 quarters since.
  • YHB Investment Advisors's Waste Management position peaked at $3.63M in Q3 2023.
  • 734 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.