Apexium Financial’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$216K Buy
977
+26
+3% +$5.86K 0.01% 276
2025
Q2
$218K Buy
951
+53
+6% +$12.3K 0.01% 263
2025
Q1
$208K Buy
+898
New +$199K 0.01% 266

Other funds holding WM

Apexium Financial's WM Position: Q3 2025 in Review

Apexium Financial increased its Waste Management (WM) stake by 2.7% in Q3 2025, buying an estimated $5.86K and bringing the position to 977 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #276.

Apexium Financial first reported a position in WM in Q1 2025 and has held it in 3 quarters since. The position peaked at $218K in Q2 2025. 2,176 funds tracked by Wall St. Rank hold WM as of Q3 2025.

  • Apexium Financial held 977 shares of Waste Management worth $216K as of Q3 2025.
  • Apexium Financial bought 26 Waste Management shares in Q3 2025, an estimated $5.86K.
  • Waste Management made up 0.01% of Apexium Financial's portfolio in Q3 2025, its #276 holding.
  • Apexium Financial first reported a position in Waste Management in Q1 2025 and has held it in 3 quarters since.
  • Apexium Financial's Waste Management position peaked at $218K in Q2 2025.
  • 2,176 funds tracked by Wall St. Rank held Waste Management as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.