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Allegheny Financial Group’s Waste Management WM Stock Holding History

Allegheny Financial 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
Q1 		$469K Buy
2,041
+19
+0.9% +$4.37K 0.06% 160
2025
Q4 		$444K Sell
2,022
-46
-2% -$9.8K 0.07% 156
2025
Q3 		$457K Buy
2,068
+47
+2% +$10.6K 0.09% 147
2025
Q2 		$463K Buy
2,021
+7
+0.3% +$1.62K 0.1% 141
2025
Q1 		$466K Buy
2,014
+500
+33% +$111K 0.12% 134
2024
Q4 		$306K Hold
1,514
– – 0.08% 178
2024
Q3 		$314K Buy
+1,514
New +$316K 0.08% 188

Other funds holding WM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return