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Briaud Financial Planning’s Waste Management WM Stock Holding History

Briaud Financial Planning’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
-585
Closed -$133K – 342
2025
Q2 		$133K Hold
585
– – 0.05% 55
2025
Q1 		$135K Hold
585
– – 0.05% 48
2024
Q4 		$118K Hold
585
– – 0.05% 42
2024
Q3 		$121K Hold
585
– – 0.06% 35
2024
Q2 		$124K Hold
585
– – 0.07% 34
2024
Q1 		$125K Buy
+585
New +$115K 0.07% 33
2023
Q4 		– Sell
-585
Closed -$89K – 168
2023
Q3 		$89K Buy
+585
New +$94.7K 0.07% 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

Briaud Financial Planning's WM Position: Q3 2025 in Review

Briaud Financial Planning sold out of Waste Management (WM) in Q3 2025, closing a stake of 585 shares — an estimated $133K sold.

Briaud Financial Planning first reported a position in WM in Q3 2023 and held it in 7 quarters. The position peaked at $135K in Q1 2025. 2,179 funds tracked by Wall St. Rank hold WM as of Q3 2025.

  • Briaud Financial Planning reported no remaining Waste Management position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 585 Waste Management shares in Q3 2025, an estimated $133K.
  • Briaud Financial Planning first reported a position in Waste Management in Q3 2023 and held it in 7 quarters.
  • Briaud Financial Planning's Waste Management position peaked at $135K in Q1 2025.
  • 2,179 funds tracked by Wall St. Rank held Waste Management as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.