CWM
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Congress Wealth Management’s Waste Management WM Stock Holding History

Congress 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 		$2.05M Buy
8,975
+3,608
+67% +$837K 0.02% 551
2025
Q1 		$1.23M Buy
5,367
+3,289
+158% +$728K 0.01% 585
2024
Q4 		$419K Buy
2,078
+555
+36% +$119K 0.01% 682
2024
Q3 		$316K Buy
1,523
+154
+11% +$32.1K ﹤0.01% 717
2024
Q2 		$292K Hold
1,369
– – ﹤0.01% 620
2024
Q1 		$292K Sell
1,369
-186
-12% -$36.6K 0.01% 510
2023
Q4 		$279K Buy
1,555
+19
+1% +$3.19K 0.01% 541
2023
Q3 		$234K Buy
1,536
+21
+1% +$3.4K ﹤0.01% 558
2023
Q2 		$263K Buy
1,515
+211
+16% +$34.9K 0.01% 498
2023
Q1 		$213K Sell
1,304
-132
-9% -$20.2K 0.01% 531
2022
Q4 		$225K Buy
1,436
+156
+12% +$25.1K 0.01% 522
2022
Q3 		$205K Buy
+1,280
New +$211K 0.01% 526

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 $34.4B AUM 26.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Congress Wealth Management's WM Position: Q2 2025 in Review

Congress Wealth Management increased its Waste Management (WM) stake by 67% in Q2 2025, buying an estimated $837K and bringing the position to 8,975 shares worth $2.05M. The position accounts for 0.02% of the portfolio, ranked #551.

Congress Wealth Management first reported a position in WM in Q3 2022 and has held it in 12 quarters since. 2,231 funds tracked by Wall St. Rank hold WM as of Q2 2025.

  • Congress Wealth Management held 8,975 shares of Waste Management worth $2.05M as of Q2 2025.
  • Congress Wealth Management bought 3,608 Waste Management shares in Q2 2025, an estimated $837K.
  • Waste Management made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #551 holding.
  • Congress Wealth Management first reported a position in Waste Management in Q3 2022 and has held it in 12 quarters since.
  • 2,231 funds tracked by Wall St. Rank held Waste Management as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.