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Zullo Investment Group’s Waste Management WM Stock Holding History

Zullo Investment Group’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 		$461K Sell
2,070
-310
-13% -$68.9K 0.16% 104
2026
Q1 		$547K Sell
2,380
-43
-2% -$9.88K 0.21% 86
2025
Q4 		$532K Buy
2,423
+1
+0% +$213 0.19% 90
2025
Q3 		$535K Sell
2,422
-73
-3% -$16.4K 0.2% 90
2025
Q2 		$571K Buy
2,495
+5
+0.2% +$1.16K 0.23% 83
2025
Q1 		$576K Buy
2,490
+4
+0.2% +$886 0.25% 79
2024
Q4 		$502K Sell
2,486
-75
-3% -$16.1K 0.2% 86
2024
Q3 		$532K Sell
2,561
-17
-0.7% -$3.55K 0.22% 82
2024
Q2 		$550K Sell
2,578
-13
-0.5% -$2.7K 0.24% 77
2024
Q1 		$552K Sell
2,591
-48
-2% -$9.43K 0.26% 76
2023
Q4 		$473K Buy
2,639
+1
+0% +$168 0.24% 86
2023
Q3 		$402K Sell
2,638
-42
-2% -$6.8K 0.24% 88
2023
Q2 		$465K Sell
2,680
-16
-0.6% -$2.65K 0.27% 80
2023
Q1 		$440K Sell
2,696
-104
-4% -$15.9K 0.27% 80
2022
Q4 		$439K Buy
2,800
+11
+0.4% +$1.77K 0.27% 76
2022
Q3 		$447K Buy
2,789
+35
+1% +$5.78K 0.29% 70
2022
Q2 		$421K Sell
2,754
-49
-2% -$7.67K 0.26% 76
2022
Q1 		$444K Sell
2,803
-6
-0.2% -$910 0.23% 86
2021
Q4 		$469K Buy
+2,809
New +$452K 0.24% 86

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

Zullo Investment Group's WM Position: Q2 2026 in Review

Zullo Investment Group reduced its Waste Management (WM) stake by 13% in Q2 2026, selling an estimated $68.9K and leaving 2,070 shares worth $461K. The position accounts for 0.16% of the portfolio, ranked #104.

Zullo Investment Group first reported a position in WM in Q4 2021 and has held it in 19 quarters since. The position peaked at $576K in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Zullo Investment Group held 2,070 shares of Waste Management worth $461K as of Q2 2026.
  • Zullo Investment Group sold 310 Waste Management shares in Q2 2026, an estimated $68.9K.
  • Waste Management made up 0.16% of Zullo Investment Group's portfolio in Q2 2026, its #104 holding.
  • Zullo Investment Group first reported a position in Waste Management in Q4 2021 and has held it in 19 quarters since.
  • Zullo Investment Group's Waste Management position peaked at $576K in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.