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Court Place Advisors’s Waste Management WM Stock Holding History

Court Place Advisors’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
Q3 		$603K Hold
2,731
– – 0.18% 85
2025
Q2 		$625K Hold
2,731
– – 0.2% 82
2025
Q1 		$632K Buy
2,731
+28
+1% +$6.2K 0.21% 81
2024
Q4 		$545K Hold
2,703
– – 0.18% 89
2024
Q3 		$561K Hold
2,703
– – 0.16% 96
2024
Q2 		$577K Hold
2,703
– – 0.18% 91
2024
Q1 		$576K Hold
2,703
– – 0.19% 89
2023
Q4 		$484K Hold
2,703
– – 0.16% 96
2023
Q3 		$412K Hold
2,703
– – 0.15% 110
2023
Q2 		$469K Hold
2,703
– – 0.16% 98
2023
Q1 		$441K Hold
2,703
– – 0.16% 108
2022
Q4 		$424K Hold
2,703
– – 0.15% 109
2022
Q3 		$433K Hold
2,703
– – 0.17% 103
2022
Q2 		$414K Hold
2,703
– – 0.16% 110
2022
Q1 		$428K Hold
2,703
– – 0.14% 119
2021
Q4 		$451K Hold
2,703
– – 0.12% 120
2021
Q3 		$404K Hold
2,703
– – 0.12% 128
2021
Q2 		$379K Hold
2,703
– – 0.11% 134
2021
Q1 		$349K Hold
2,703
– – 0.11% 137
2020
Q4 		$319K Hold
2,703
– – 0.11% 133
2020
Q3 		$306K Buy
2,703
+4
+0.1% +$442 0.11% 127
2020
Q2 		$286K Buy
2,699
+300
+13% +$30.3K 0.11% 135
2020
Q1 		$222K Hold
2,399
– – 0.1% 141
2019
Q4 		$273K Hold
2,399
– – 0.1% 151
2019
Q3 		$276K Buy
2,399
+235
+11% +$27.4K 0.11% 144
2019
Q2 		$250K Hold
2,164
– – 0.1% 152
2019
Q1 		$225K Buy
+2,164
New +$211K 0.09% 161
2018
Q1 		– Sell
-2,364
Closed -$204K – 175
2017
Q4 		$204K Buy
+2,364
New +$192K 0.08% 162

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Court Place Advisors's WM Position: Q3 2025 in Review

Court Place Advisors held its Waste Management (WM) position steady in Q3 2025 at 2,731 shares worth $603K. The position accounts for 0.18% of the portfolio, ranked #85.

Court Place Advisors first reported a position in WM in Q4 2017 and has held it in 28 quarters since. The position peaked at $632K in Q1 2025. 2,177 funds tracked by Wall St. Rank hold WM as of Q3 2025.

  • Court Place Advisors held 2,731 shares of Waste Management worth $603K as of Q3 2025.
  • Court Place Advisors left its Waste Management share count unchanged in Q3 2025.
  • Waste Management made up 0.18% of Court Place Advisors's portfolio in Q3 2025, its #85 holding.
  • Court Place Advisors first reported a position in Waste Management in Q4 2017 and has held it in 28 quarters since.
  • Court Place Advisors's Waste Management position peaked at $632K in Q1 2025.
  • 2,177 funds tracked by Wall St. Rank held Waste Management as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.