ERn Financial LLC’s Waste Management WM Stock Holding History

ERn Financial LLC’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	–	Sell	-2,503	Closed	-$579K	–	186
2025 Q1	$579K	Buy	+2,503	New	+$554K	0.09%	128

Other funds holding WM

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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

ERn Financial LLC's WM Position: Q2 2025 in Review

ERn Financial LLC sold out of Waste Management (WM) in Q2 2025, closing a stake of 2,503 shares — an estimated $579K sold.

ERn Financial LLC first reported a position in WM in Q1 2025 and held it in 1 quarter. The position peaked at $579K in Q1 2025. 2,229 funds tracked by Wall St. Rank hold WM as of Q2 2025.

ERn Financial LLC reported no remaining Waste Management position as of Q2 2025 after selling out during the quarter.
ERn Financial LLC sold 2,503 Waste Management shares in Q2 2025, an estimated $579K.
ERn Financial LLC first reported a position in Waste Management in Q1 2025 and held it in 1 quarter.
ERn Financial LLC's Waste Management position peaked at $579K in Q1 2025.
2,229 funds tracked by Wall St. Rank held Waste Management as of Q2 2025.

Based on ERn Financial LLC's 13F filing for Q2 2025, filed 17 Jul 2025.