CHB Investment Group’s Waste Management WM Stock Holding History

CHB Investment Group’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	-13,129	Closed	-$3.04M	–	88
2025 Q1	$3.04M	Buy	13,129 +90	+0.7%	+$19.9K	1.62%	21
2024 Q4	$2.63M	Buy	13,039 +9	+0.1%	+$1.93K	1.43%	29
2024 Q3	$2.71M	Buy	+13,030	New	+$2.72M	1.44%	32

Other funds holding WM

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

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

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

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

Norges Bank Oslo, Norway $1T AUM

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

CHB Investment Group's WM Position: Q2 2025 in Review

CHB Investment Group sold out of Waste Management (WM) in Q2 2025, closing a stake of 13,129 shares — an estimated $3.04M sold.

CHB Investment Group first reported a position in WM in Q3 2024 and held it in 3 quarters. The position peaked at $3.04M in Q1 2025. 2,230 funds tracked by Wall St. Rank hold WM as of Q2 2025.

CHB Investment Group reported no remaining Waste Management position as of Q2 2025 after selling out during the quarter.
CHB Investment Group sold 13,129 Waste Management shares in Q2 2025, an estimated $3.04M.
CHB Investment Group first reported a position in Waste Management in Q3 2024 and held it in 3 quarters.
CHB Investment Group's Waste Management position peaked at $3.04M in Q1 2025.
2,230 funds tracked by Wall St. Rank held Waste Management as of Q2 2025.

Based on CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.