CWM
WM icon

Cahaba Wealth Management’s Waste Management WM Stock Holding History

Cahaba Wealth 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
2026
Q1 		$569K Sell
2,477
-150
-6% -$34.5K 0.04% 86
2025
Q4 		$577K Buy
2,627
+1
+0% +$213 0.04% 85
2025
Q3 		$580K Sell
2,626
-102
-4% -$23K 0.04% 83
2025
Q2 		$624K Sell
2,728
-207
-7% -$48K 0.05% 78
2025
Q1 		$679K Sell
2,935
-49
-2% -$10.9K 0.06% 73
2024
Q4 		$602K Buy
2,984
+302
+11% +$64.9K 0.05% 82
2024
Q3 		$557K Buy
2,682
+1
+0% +$209 0.05% 84
2024
Q2 		$572K Sell
2,681
-181
-6% -$37.6K 0.05% 80
2024
Q1 		$610K Sell
2,862
-65
-2% -$12.8K 0.06% 75
2023
Q4 		$524K Sell
2,927
-130
-4% -$21.8K 0.05% 78
2023
Q3 		$466K Sell
3,057
-281
-8% -$45.5K 0.05% 81
2023
Q2 		$579K Sell
3,338
-372
-10% -$61.5K 0.06% 69
2023
Q1 		$605K Sell
3,710
-51
-1% -$7.81K 0.07% 70
2022
Q4 		$590K Sell
3,761
-89
-2% -$14.3K 0.07% 66
2022
Q3 		$616K Sell
3,850
-223
-5% -$36.8K 0.09% 61
2022
Q2 		$623K Sell
4,073
-245
-6% -$38.4K 0.09% 64
2022
Q1 		$710K Buy
4,318
+475
+12% +$72K 0.1% 61
2021
Q4 		$641K Buy
3,843
+41
+1% +$6.59K 0.09% 68
2021
Q3 		$567K Buy
+3,802
New +$569K 0.08% 71

Other funds holding WM

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return