Blalock Williams’s Waste Management WM Stock Holding History

Blalock Williams’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	-949	Closed	-$217K	–	143
2025 Q2	$217K	Sell	949 -23	-2%	-$5.33K	0.22%	113
2025 Q1	$225K	Buy	+972	New	+$215K	0.25%	100

Other funds holding WM

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Blalock Williams's WM Position: Q3 2025 in Review

Blalock Williams sold out of Waste Management (WM) in Q3 2025, closing a stake of 949 shares — an estimated $217K sold.

Blalock Williams first reported a position in WM in Q1 2025 and held it in 2 quarters. The position peaked at $225K in Q1 2025. 2,180 funds tracked by Wall St. Rank hold WM as of Q3 2025.

Blalock Williams reported no remaining Waste Management position as of Q3 2025 after selling out during the quarter.
Blalock Williams sold 949 Waste Management shares in Q3 2025, an estimated $217K.
Blalock Williams first reported a position in Waste Management in Q1 2025 and held it in 2 quarters.
Blalock Williams's Waste Management position peaked at $225K in Q1 2025.
2,180 funds tracked by Wall St. Rank held Waste Management as of Q3 2025.

Based on Blalock Williams's 13F filing for Q3 2025, filed 28 Oct 2025.