Consolidated Planning Corp’s Waste Management WM Stock Holding History

Consolidated Planning Corp’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	-25,800	Closed	-$5.7M	–	219
2025 Q3	$5.7M	Buy	25,800 +614	+2%	+$138K	0.6%	49
2025 Q2	$5.76M	Buy	25,186 +24,130	+2,285%	+$5.6M	0.72%	43
2025 Q1	$244K	Sell	1,056 -59	-5%	-$13.1K	0.03%	167
2024 Q4	$225K	Hold	1,115	–	–	0.03%	189
2024 Q3	$231K	Hold	1,115	–	–	0.03%	182
2024 Q2	$238K	Hold	1,115	–	–	0.04%	167
2024 Q1	$238K	Buy	+1,115	New	+$219K	0.04%	170
2021 Q4	–	Sell	-1,175	Closed	-$175K	–	459
2021 Q3	$175K	Buy	+1,175	New	+$176K	0.11%	69

Other funds holding WM

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

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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Norges Bank Oslo, Norway $935B AUM

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

Consolidated Planning Corp's WM Position: Q4 2025 in Review

Consolidated Planning Corp sold out of Waste Management (WM) in Q4 2025, closing a stake of 25,800 shares — an estimated $5.7M sold.

Consolidated Planning Corp first reported a position in WM in Q3 2021 and held it in 8 quarters. The position peaked at $5.76M in Q2 2025. 2,312 funds tracked by Wall St. Rank hold WM as of Q4 2025.

Consolidated Planning Corp reported no remaining Waste Management position as of Q4 2025 after selling out during the quarter.
Consolidated Planning Corp sold 25,800 Waste Management shares in Q4 2025, an estimated $5.7M.
Consolidated Planning Corp first reported a position in Waste Management in Q3 2021 and held it in 8 quarters.
Consolidated Planning Corp's Waste Management position peaked at $5.76M in Q2 2025.
2,312 funds tracked by Wall St. Rank held Waste Management as of Q4 2025.

Based on Consolidated Planning Corp's 13F filing for Q4 2025, filed 28 Jan 2026.