This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/WM/capital-change-brief"
Use Arkolith's capital_change_brief for WM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $6.9B | 30.2M | ▲+1.6% Added · +474K sh | Q1 2026 | |
| 2 | GATES FOUNDATION TRUST | $6.4B | 27.6M | ▼−4.5% Reduced · −1.3M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $5.8B | 25.2M | ▲New +25.2M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $4.0B | 17.5M | ▲+0.6% Added · +111K sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.4B | 10.2M | ▲New +10.2M sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $2.1B | 9.2M | ▲+2.2% Added · +198K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $1.7B | 7.4M | ▲+11% Added · +744K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $1.6B | 7.1M | ▲+6.1% Added · +406K sh | Q1 2026 | |
| 9 | PARNASSUS INVESTMENTS, LLC | $1.1B | 5.0M | ▼−5.6% Reduced · −296K sh | Q1 2026 | |
| 10 | NORGES BANK | $1.0B | 4.7M | ▲+0.1% Added · +5K sh | Q4 2025 | |
| 11 | ROYAL BANK OF CANADA | $1.0B | 4.4M | ▲+85% Added · +2.0M sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $979.3M | 4.3M | ▲+14% Added · +525K sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $898.2M | 3.9M | ▲+1.2% Added · +47K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $838.0M | 3.6M | ▲+8.4% Added · +282K sh | Q1 2026 | |
| 15 | NORDEA INVESTMENT MANAGEMENT AB | $793.7M | 3.5M | ▼−1.8% Reduced · −63K sh | Q1 2026 | |
| 16 | BANK OF AMERICA CORP /DE/ | $769.8M | 3.3M | ▼−6.1% Reduced · −216K sh | Q1 2026 | |
| 17 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $709.2M | 3.1M | ▲+2.8% Added · +85K sh | Q1 2026 | |
| 18 | Amundi | $685.5M | 3.0M | ▼−8.8% Reduced · −290K sh | Q1 2026 | |
| 19 | Vontobel Holding Ltd. | $672.5M | 2.9M | ▲+4.7% Added · +133K sh | Q1 2026 | |
| 20 | BARCLAYS PLC | $625.8M | 2.7M | ▲+34% Added · +692K sh | Q1 2026 | |
| 21 | Legal & General Group Plc | $607.8M | 2.6M | ▲+1.3% Added · +33K sh | Q1 2026 | |
| 22 | Clearbridge Investments, LLC | $568.6M | 2.5M | ▼−1.3% Reduced · −31K sh | Q1 2026 | |
| 23 | Swedbank AB | $549.9M | 2.4M | ▲+17% Added · +348K sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $540.2M | 2.4M | ▲+3.1% Added · +72K sh | Q1 2026 | |
| 25 | DIMENSIONAL FUND ADVISORS LP | $533.3M | 2.3M | ▲+1.2% Added · +27K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 5, 2026 | Carrasco Rafael | SVP of Enterprise Strategy | Option exercise (M) | 3K | $335K |
| Jun 5, 2026 | Carrasco Rafael | SVP of Enterprise Strategy | Sell (S) | 3K | $585K |
| Jun 5, 2026 | Carrasco Rafael | SVP of Enterprise Strategy | Option exercise (M) | 3K | $335K |
| May 20, 2026 | Hemmer Tara J. | EVP & Chief Operating Officer | Grant (A) | 3K | $0 |
| May 20, 2026 | Dalby Marcel | SVP Bus Optimiz & Collection | Grant (A) | 2K | $0 |
| May 20, 2026 | Morris John J | President | Tax withholding (F) | 566 | $125K |
| May 15, 2026 | Bene Thomas | Director | Grant (A) | 861 | $190K |
| May 15, 2026 | Chinn Bruce E. | Director | Grant (A) | 861 | $190K |
| May 15, 2026 | MAZZARELLA KATHLEEN M | Director | Grant (A) | 1K | $290K |
| May 15, 2026 | HOLT VICTORIA M | Director | Grant (A) | 861 | $190K |
| May 15, 2026 | Gluski Andres | Director | Grant (A) | 861 | $190K |
| May 15, 2026 | MENKE SEAN E | Director | Grant (A) | 861 | $190K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 566 funds | $332.7B |
| NVIDIA CORPNVDA | 563 funds | $455.1B |
| APPLE INCAAPL | 561 funds | $352.7B |
| AMAZON.COM INCAMZN | 559 funds | $249.7B |
| ALPHABET INC-CL AGOOGL | 557 funds | $219.9B |
| JPMORGAN CHASE & COJPM | 555 funds | $88.9B |
| BROADCOM INCAVGO | 553 funds | $176.8B |
| VISA INC-CLASS A SHARESV | 553 funds | $78.4B |
| META PLATFORMS INC-CLASS AMETA | 552 funds | $134.5B |
| ELI LILLY & COLLY | 540 funds | $99.6B |
| ALPHABET INC-CL CGOOG | 538 funds | $144.1B |
| HOME DEPOT INCHD | 537 funds | $38.6B |
Ranked by how many of WM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.