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Carolinas Wealth Consulting’s Waste Management WM Stock Holding History

Carolinas Wealth Consulting’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
-1,110
Closed -$257K – 967
2025
Q1 		$257K Buy
1,110
+5
+0.5% +$1.11K 0.06% 160
2024
Q4 		$223K Buy
1,105
+11
+1% +$2.36K 0.04% 174
2024
Q3 		$227K Buy
1,094
+12
+1% +$2.5K 0.04% 172
2024
Q2 		$231K Buy
1,082
+251
+30% +$52.2K 0.04% 166
2024
Q1 		$177K Sell
831
-24,813
-97% -$4.88M 0.03% 186
2023
Q4 		$200K Buy
25,644
+90
+0.4% +$15.1K 0.04% 160
2023
Q3 		$170K Hold
25,554
– – 0.04% 159
2023
Q2 		$179K Sell
25,554
-81
-0.3% -$13.4K 0.04% 180
2023
Q1 		$183K Buy
25,635
+1
+0% +$153 0.04% 179
2022
Q4 		$177K Hold
25,634
– – 0.04% 175
2022
Q3 		$180K Sell
25,634
-240
-0.9% -$39.6K 0.05% 165
2022
Q2 		$209K Buy
25,874
+24,667
+2,044% +$3.86M 0.05% 156
2022
Q1 		$192K Buy
1,207
+107
+10% +$16.2K 0.04% 173
2021
Q4 		$184K Buy
1,100
+272
+33% +$43.7K 0.04% 183
2021
Q3 		$124K Sell
828
-298
-26% -$44.6K 0.03% 215
2021
Q2 		$158K Sell
1,126
-168
-13% -$23.2K 0.03% 198
2021
Q1 		$167K Buy
1,294
+106
+9% +$12.4K 0.04% 191
2020
Q4 		$140K Buy
1,188
+300
+34% +$35K 0.04% 192
2020
Q3 		$100K Buy
888
+770
+653% +$85.1K 0.03% 198
2020
Q2 		$13K Buy
+118
New +$11.9K 0.01% 324

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carolinas Wealth Consulting's WM Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Waste Management (WM) in Q2 2025, closing a stake of 1,110 shares — an estimated $257K sold.

Carolinas Wealth Consulting first reported a position in WM in Q2 2020 and held it in 20 quarters. The position peaked at $257K in Q1 2025. 2,228 funds tracked by Wall St. Rank hold WM as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Waste Management position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,110 Waste Management shares in Q2 2025, an estimated $257K.
  • Carolinas Wealth Consulting first reported a position in Waste Management in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Waste Management position peaked at $257K in Q1 2025.
  • 2,228 funds tracked by Wall St. Rank held Waste Management as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.