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Bellwether Advisors’s Waste Management WM Stock Holding History

Bellwether Advisors’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 		– Sell
-13
Closed -$2.98K – 579
2025
Q2 		$2.98K Hold
13
– – ﹤0.01% 465
2025
Q1 		$3.01K Hold
13
– – ﹤0.01% 410
2024
Q4 		$2.62K Buy
+13
New +$2.79K ﹤0.01% 424
2023
Q2 		– Sell
-7
Closed -$1.14K – 474
2023
Q1 		$1.14K Hold
7
– – ﹤0.01% 365
2022
Q4 		$1.1K Hold
7
– – ﹤0.01% 378
2022
Q3 		$1K Hold
7
– – ﹤0.01% 454
2022
Q2 		$1K Hold
7
– – ﹤0.01% 380
2022
Q1 		$1K Hold
7
– – ﹤0.01% 530
2021
Q4 		$1K Hold
7
– – ﹤0.01% 551
2021
Q3 		$1K Hold
7
– – ﹤0.01% 533
2021
Q2 		$0 Hold
7
– – ﹤0.01% 493
2021
Q1 		$0 Hold
7
– – ﹤0.01% 439
2020
Q4 		$0 Buy
+7
New +$816 ﹤0.01% 343

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return