Cypress Asset Management’s Waste Management WM Stock Holding History

Cypress Asset 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	$942K	Sell	4,288 -10	-0.2%	-$2.13K	0.21%	75
2025 Q3	$949K	Sell	4,298 -8	-0.2%	-$1.8K	0.22%	73
2025 Q2	$985K	Hold	4,306	–	–	0.24%	69
2025 Q1	$997K	Buy	4,306 +50	+1%	+$11.1K	0.27%	65
2024 Q4	$859K	Sell	4,256 -50	-1%	-$10.7K	0.21%	70
2024 Q3	$894K	Buy	4,306 +50	+1%	+$10.4K	0.22%	72
2024 Q2	$908K	Hold	4,256	–	–	0.23%	69
2024 Q1	$907K	Buy	4,256 +50	+1%	+$9.83K	0.25%	72
2023 Q4	$753K	Sell	4,206 -100	-2%	-$16.8K	0.23%	79
2023 Q3	$649K	Buy	4,306 +50	+1%	+$8.09K	0.22%	81
2023 Q2	$738K	Hold	4,256	–	–	0.24%	81
2023 Q1	$694K	Hold	4,256	–	–	0.24%	86
2022 Q4	$668K	Hold	4,256	–	–	0.24%	88
2022 Q3	$682K	Hold	4,256	–	–	0.26%	85
2022 Q2	$651K	Sell	4,256 -59	-1%	-$9.24K	0.23%	89
2022 Q1	$684K	Buy	4,315 +110	+3%	+$16.7K	0.2%	96
2021 Q4	$702K	Sell	4,205 -10	-0.2%	-$1.61K	0.17%	100
2021 Q3	$630K	Hold	4,215	–	–	0.16%	104
2021 Q2	$591K	Hold	4,215	–	–	0.15%	106
2021 Q1	$544K	Sell	4,215 -150	-3%	-$17.5K	0.15%	106
2020 Q4	$515K	Buy	4,365 +40	+0.9%	+$4.66K	0.14%	110
2020 Q3	$489K	Buy	4,325 +300	+7%	+$33.2K	0.15%	106
2020 Q2	$426K	Buy	4,025 +275	+7%	+$27.8K	0.14%	106
2020 Q1	$347K	Buy	3,750 +1,500	+67%	+$172K	0.15%	103
2019 Q4	$256K	Sell	2,250 -1,500	-40%	-$169K	0.09%	120
2019 Q3	$431K	Hold	3,750	–	–	0.15%	111
2019 Q2	$433K	Sell	3,750 -75	-2%	-$8.14K	0.15%	110
2019 Q1	$397K	Hold	3,825	–	–	0.14%	119
2018 Q4	$340K	Sell	3,825 -200	-5%	-$18K	0.13%	120
2018 Q3	$364K	Hold	4,025	–	–	0.11%	142
2018 Q2	$327K	Hold	4,025	–	–	0.1%	146
2018 Q1	$339K	Sell	4,025 -800	-17%	-$68.6K	0.1%	138
2017 Q4	$416K	Hold	4,825	–	–	0.09%	140
2017 Q3	$378K	Hold	4,825	–	–	0.08%	145
2017 Q2	$354K	Hold	4,825	–	–	0.07%	147
2017 Q1	$352K	Hold	4,825	–	–	0.07%	167
2016 Q4	$342K	Sell	4,825 -25	-0.5%	-$1.67K	0.07%	173
2016 Q3	$309K	Hold	4,850	–	–	0.06%	168
2016 Q2	$321K	Hold	4,850	–	–	0.06%	163
2016 Q1	$286K	Hold	4,850	–	–	0.06%	165
2015 Q4	$259K	Hold	4,850	–	–	0.05%	170
2015 Q3	$242K	Sell	4,850 -300	-6%	-$14.9K	0.05%	174
2015 Q2	$239K	Hold	5,150	–	–	0.04%	184
2015 Q1	$279K	Hold	5,150	–	–	0.05%	170
2014 Q4	$264K	Sell	5,150 -650	-11%	-$31.7K	0.05%	173
2014 Q3	$276K	Hold	5,800	–	–	0.05%	178
2014 Q2	$259K	Sell	5,800 -50	-0.9%	-$2.17K	0.04%	187
2014 Q1	$246K	Hold	5,850	–	–	0.04%	180
2013 Q4	$262K	Hold	5,850	–	–	0.05%	174
2013 Q3	$241K	Buy	+5,850	New	+$244K	0.04%	174

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

Cypress Asset Management's WM Position: Q4 2025 in Review

Cypress Asset Management reduced its Waste Management (WM) stake by 0.23% in Q4 2025, selling an estimated $2.13K and leaving 4,288 shares worth $942K. The position accounts for 0.21% of the portfolio, ranked #75.

Cypress Asset Management first reported a position in WM in Q3 2013 and has held it in 50 quarters since. The position peaked at $997K in Q1 2025. 2,312 funds tracked by Wall St. Rank hold WM as of Q4 2025.

Cypress Asset Management held 4,288 shares of Waste Management worth $942K as of Q4 2025.
Cypress Asset Management sold 10 Waste Management shares in Q4 2025, an estimated $2.13K.
Waste Management made up 0.21% of Cypress Asset Management's portfolio in Q4 2025, its #75 holding.
Cypress Asset Management first reported a position in Waste Management in Q3 2013 and has held it in 50 quarters since.
Cypress Asset Management's Waste Management position peaked at $997K in Q1 2025.
2,312 funds tracked by Wall St. Rank held Waste Management as of Q4 2025.

Based on Cypress Asset Management's 13F filing for Q4 2025, filed 29 Jan 2026.