CFM Wealth Partners’s Waste Management WM Stock Holding History

CFM Wealth Partners’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 Q4	–	Sell	-937	Closed	-$207K	–	148
2025 Q3	$207K	Hold	937	–	–	0.03%	143
2025 Q2	$214K	Hold	937	–	–	0.03%	136
2025 Q1	$217K	Buy	+937	New	+$208K	0.04%	135
2020 Q3	–	Sell	-367	Closed	-$38K	–	457
2020 Q2	$38K	Sell	367 -127	-26%	-$12.8K	0.01%	306
2020 Q1	$46K	Buy	494 +95	+24%	+$10.9K	0.02%	276
2019 Q4	$48K	Buy	+399	New	+$45.1K	0.02%	284

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 $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

CFM Wealth Partners's WM Position: Q4 2025 in Review

CFM Wealth Partners sold out of Waste Management (WM) in Q4 2025, closing a stake of 937 shares — an estimated $207K sold.

CFM Wealth Partners first reported a position in WM in Q4 2019 and held it in 6 quarters. The position peaked at $217K in Q1 2025. 2,318 funds tracked by Wall St. Rank hold WM as of Q4 2025.

CFM Wealth Partners reported no remaining Waste Management position as of Q4 2025 after selling out during the quarter.
CFM Wealth Partners sold 937 Waste Management shares in Q4 2025, an estimated $207K.
CFM Wealth Partners first reported a position in Waste Management in Q4 2019 and held it in 6 quarters.
CFM Wealth Partners's Waste Management position peaked at $217K in Q1 2025.
2,318 funds tracked by Wall St. Rank held Waste Management as of Q4 2025.

Based on CFM Wealth Partners's 13F filing for Q4 2025, filed 27 Jan 2026.