Everett Harris & Co’s Waste Management WM Stock Holding History

Everett Harris & Co’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
2026 Q1	$888K	Buy	3,864 +92	+2%	+$21.1K	0.01%	174
2025 Q4	$829K	Sell	3,772 -41	-1%	-$8.74K	0.01%	179
2025 Q3	$842K	Sell	3,813 -24	-0.6%	-$5.41K	0.01%	176
2025 Q2	$878K	Buy	3,837 +484	+14%	+$112K	0.01%	171
2025 Q1	$776K	Buy	3,353 +55	+2%	+$12.2K	0.01%	171
2024 Q4	$666K	Buy	3,298 +1,455	+79%	+$313K	0.01%	178
2024 Q3	$383K	Buy	1,843 +196	+12%	+$40.9K	﹤0.01%	212
2024 Q2	$351K	Buy	1,647 +170	+12%	+$35.3K	﹤0.01%	214
2024 Q1	$315K	Buy	1,477 +140	+10%	+$27.5K	﹤0.01%	219
2023 Q4	$239K	Sell	1,337 -6	-0.4%	-$1.01K	﹤0.01%	235
2023 Q3	$205K	Hold	1,343	–	–	﹤0.01%	239
2023 Q2	$233K	Hold	1,343	–	–	﹤0.01%	233
2023 Q1	$219K	Sell	1,343 -9	-0.7%	-$1.38K	﹤0.01%	237
2022 Q4	$212K	Buy	+1,352	New	+$218K	﹤0.01%	243

Other funds holding WM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Gates Foundation Trust

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return