A&I Financial Services’s Waste Management WM Stock Holding History

A&I Financial Services’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
2025 Q4	–	Sell	-974	Closed	-$214K	–	88
2025 Q3	$214K	Sell	974 -250	-20%	-$56.3K	0.1%	71
2025 Q2	$280K	Hold	1,224	–	–	0.16%	60
2025 Q1	$283K	Hold	1,224	–	–	0.19%	60
2024 Q4	$247K	Buy	+1,224	New	+$263K	0.24%	58

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

A&I Financial Services's WM Position: Q4 2025 in Review

A&I Financial Services sold out of Waste Management (WM) in Q4 2025, closing a stake of 974 shares — an estimated $214K sold.

A&I Financial Services first reported a position in WM in Q4 2024 and held it in 4 quarters. The position peaked at $283K in Q1 2025. 2,320 funds tracked by Wall St. Rank hold WM as of Q4 2025.

A&I Financial Services reported no remaining Waste Management position as of Q4 2025 after selling out during the quarter.
A&I Financial Services sold 974 Waste Management shares in Q4 2025, an estimated $214K.
A&I Financial Services first reported a position in Waste Management in Q4 2024 and held it in 4 quarters.
A&I Financial Services's Waste Management position peaked at $283K in Q1 2025.
2,320 funds tracked by Wall St. Rank held Waste Management as of Q4 2025.

Based on A&I Financial Services's 13F filing for Q4 2025, filed 28 Jan 2026.