Capital A Wealth Management’s Waste Management WM Stock Holding History

Capital A 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
2025 Q2	–	Sell	-61	Closed	-$14.1K	–	842
2025 Q1	$14.1K	Hold	61	–	–	0.01%	261
2024 Q4	$12.3K	Buy	+61	New	+$13.1K	0.02%	289

Other funds holding WM

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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital A Wealth Management's WM Position: Q2 2025 in Review

Capital A Wealth Management sold out of Waste Management (WM) in Q2 2025, closing a stake of 61 shares — an estimated $14.1K sold.

Capital A Wealth Management first reported a position in WM in Q4 2024 and held it in 2 quarters. The position peaked at $14.1K in Q1 2025. 2,228 funds tracked by Wall St. Rank hold WM as of Q2 2025.

Capital A Wealth Management reported no remaining Waste Management position as of Q2 2025 after selling out during the quarter.
Capital A Wealth Management sold 61 Waste Management shares in Q2 2025, an estimated $14.1K.
Capital A Wealth Management first reported a position in Waste Management in Q4 2024 and held it in 2 quarters.
Capital A Wealth Management's Waste Management position peaked at $14.1K in Q1 2025.
2,228 funds tracked by Wall St. Rank held Waste Management as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.