Advisor Resource Council’s Waste Management WM Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-1,657	Closed	-$384K	–	604
2025 Q1	$384K	Buy	+1,657	New	+$367K	0.03%	414
2024 Q1	–	Sell	-1,749	Closed	-$313K	–	539
2023 Q4	$313K	Buy	+1,749	New	+$293K	0.04%	334
2022 Q3	–	Sell	-3,486	Closed	-$533K	–	517
2022 Q2	$533K	Buy	3,486 +1,925	+123%	+$302K	0.05%	277
2022 Q1	$247K	Sell	1,561 -1,780	-53%	-$270K	0.07%	171
2021 Q4	$558K	Buy	3,341 +1,755	+111%	+$282K	0.04%	311
2021 Q3	$237K	Sell	1,586 -1,380	-47%	-$207K	0.07%	196
2021 Q2	$415K	Buy	+2,966	New	+$410K	0.04%	337

Other funds holding WM

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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor Resource Council's WM Position: Q2 2025 in Review

Advisor Resource Council sold out of Waste Management (WM) in Q2 2025, closing a stake of 1,657 shares — an estimated $384K sold.

Advisor Resource Council first reported a position in WM in Q2 2021 and held it in 7 quarters. The position peaked at $558K in Q4 2021. 2,228 funds tracked by Wall St. Rank hold WM as of Q2 2025.

Advisor Resource Council reported no remaining Waste Management position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 1,657 Waste Management shares in Q2 2025, an estimated $384K.
Advisor Resource Council first reported a position in Waste Management in Q2 2021 and held it in 7 quarters.
Advisor Resource Council's Waste Management position peaked at $558K in Q4 2021.
2,228 funds tracked by Wall St. Rank held Waste Management as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.