Birmingham Capital Management’s Waste Management WM Stock Holding History

Birmingham Capital Management’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 Q1	–	Sell	-1,000	Closed	-$202K	–	115
2024 Q4	$202K	Hold	1,000	–	–	0.07%	108
2024 Q3	$208K	Hold	1,000	–	–	0.08%	104
2024 Q2	$213K	Hold	1,000	–	–	0.08%	102
2024 Q1	$213K	Buy	+1,000	New	+$197K	0.08%	102

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Birmingham Capital Management's WM Position: Q1 2025 in Review

Birmingham Capital Management sold out of Waste Management (WM) in Q1 2025, closing a stake of 1,000 shares — an estimated $202K sold.

Birmingham Capital Management first reported a position in WM in Q1 2024 and held it in 4 quarters. The position peaked at $213K in Q2 2024. 2,203 funds tracked by Wall St. Rank hold WM as of Q1 2025.

Birmingham Capital Management reported no remaining Waste Management position as of Q1 2025 after selling out during the quarter.
Birmingham Capital Management sold 1,000 Waste Management shares in Q1 2025, an estimated $202K.
Birmingham Capital Management first reported a position in Waste Management in Q1 2024 and held it in 4 quarters.
Birmingham Capital Management's Waste Management position peaked at $213K in Q2 2024.
2,203 funds tracked by Wall St. Rank held Waste Management as of Q1 2025.

Based on Birmingham Capital Management's 13F filing for Q1 2025, filed 28 May 2025.