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Anderson Financial Strategies’s Waste Management WM Stock Holding History

Anderson Financial Strategies’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
-632
Closed -$146K – 228
2025
Q1 		$146K Buy
+632
New +$140K 0.09% 67

Other funds holding WM

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Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $37.4B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Anderson Financial Strategies's WM Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Waste Management (WM) in Q2 2025, closing a stake of 632 shares — an estimated $146K sold.

Anderson Financial Strategies first reported a position in WM in Q1 2025 and held it in 1 quarter. The position peaked at $146K in Q1 2025. 2,229 funds tracked by Wall St. Rank hold WM as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Waste Management position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 632 Waste Management shares in Q2 2025, an estimated $146K.
  • Anderson Financial Strategies first reported a position in Waste Management in Q1 2025 and held it in 1 quarter.
  • Anderson Financial Strategies's Waste Management position peaked at $146K in Q1 2025.
  • 2,229 funds tracked by Wall St. Rank held Waste Management as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.