Crowley Wealth Management’s Waste Management WM Stock Holding History

Crowley 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 Q4	–	Sell	-2,590	Closed	-$572K	–	364
2025 Q3	$572K	Hold	2,590	–	–	0.45%	39
2025 Q2	$593K	Hold	2,590	–	–	0.54%	35
2025 Q1	$600K	Sell	2,590 -400	-13%	-$88.6K	0.57%	36
2024 Q4	$603K	Buy	+2,990	New	+$642K	0.53%	35

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

Crowley Wealth Management's WM Position: Q4 2025 in Review

Crowley Wealth Management sold out of Waste Management (WM) in Q4 2025, closing a stake of 2,590 shares — an estimated $572K sold.

Crowley Wealth Management first reported a position in WM in Q4 2024 and held it in 4 quarters. The position peaked at $603K in Q4 2024. 2,318 funds tracked by Wall St. Rank hold WM as of Q4 2025.

Crowley Wealth Management reported no remaining Waste Management position as of Q4 2025 after selling out during the quarter.
Crowley Wealth Management sold 2,590 Waste Management shares in Q4 2025, an estimated $572K.
Crowley Wealth Management first reported a position in Waste Management in Q4 2024 and held it in 4 quarters.
Crowley Wealth Management's Waste Management position peaked at $603K in Q4 2024.
2,318 funds tracked by Wall St. Rank held Waste Management as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.