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Bard Financial Services’s Waste Management WM Stock Holding History

Bard 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
Q3 		$7.46M Sell
33,775
-150
-0.4% -$33.8K 0.82% 35
2025
Q2 		$7.76M Sell
33,925
-295
-0.9% -$68.4K 0.93% 30
2025
Q1 		$7.92M Sell
34,220
-260
-0.8% -$57.6K 0.97% 31
2024
Q4 		$6.96M Hold
34,480
– – 0.83% 32
2024
Q3 		$7.16M Sell
34,480
-18,680
-35% -$3.9M 0.84% 33
2024
Q2 		$11.3M Sell
53,160
-300
-0.6% -$62.4K 1.17% 25
2024
Q1 		$11.4M Hold
53,460
– – 1.21% 22
2023
Q4 		$9.57M Hold
53,460
– – 1.07% 25
2023
Q3 		$8.15M Hold
53,460
– – 1.01% 26
2023
Q2 		$9.27M Buy
53,460
+250
+0.5% +$41.3K 0.7% 35
2023
Q1 		$8.68M Sell
53,210
-150
-0.3% -$23K 0.7% 37
2022
Q4 		$8.37M Buy
53,360
+95
+0.2% +$15.3K 0.71% 35
2022
Q3 		$8.53M Hold
53,265
– – 0.8% 31
2022
Q2 		$8.15M Hold
53,265
– – 0.74% 33
2022
Q1 		$8.44M Hold
53,265
– – 0.69% 38
2021
Q4 		$8.89M Sell
53,265
-250
-0.5% -$40.2K 0.72% 36
2021
Q3 		$7.99M Sell
53,515
-825
-2% -$123K 0.71% 38
2021
Q2 		$7.61M Hold
54,340
– – 0.68% 42
2021
Q1 		$7.01M Sell
54,340
-3,000
-5% -$351K 0.68% 41
2020
Q4 		$6.76M Buy
+57,340
New +$6.69M 0.68% 40

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bard Financial Services's WM Position: Q3 2025 in Review

Bard Financial Services reduced its Waste Management (WM) stake by 0.44% in Q3 2025, selling an estimated $33.8K and leaving 33,775 shares worth $7.46M. The position accounts for 0.82% of the portfolio, ranked #35.

Bard Financial Services first reported a position in WM in Q4 2020 and has held it in 20 quarters since. The position peaked at $11.4M in Q1 2024. 2,179 funds tracked by Wall St. Rank hold WM as of Q3 2025.

  • Bard Financial Services held 33,775 shares of Waste Management worth $7.46M as of Q3 2025.
  • Bard Financial Services sold 150 Waste Management shares in Q3 2025, an estimated $33.8K.
  • Waste Management made up 0.82% of Bard Financial Services's portfolio in Q3 2025, its #35 holding.
  • Bard Financial Services first reported a position in Waste Management in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Waste Management position peaked at $11.4M in Q1 2024.
  • 2,179 funds tracked by Wall St. Rank held Waste Management as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.