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Fi3 Financial Advisors’s Waste Management WM Stock Holding History

Fi3 Financial 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 		– Sell
-976
Closed -$223K – 183
2025
Q2 		$223K Sell
976
-5
-0.5% -$1.16K 0.08% 146
2025
Q1 		$227K Sell
981
-40
-4% -$8.86K 0.09% 110
2024
Q4 		$206K Buy
1,021
+1
+0.1% +$215 0.08% 115
2024
Q3 		$212K Sell
1,020
-169
-14% -$35.3K 0.08% 103
2024
Q2 		$254K Buy
1,189
+15
+1% +$3.12K 0.11% 67
2024
Q1 		$244K Sell
1,174
-75
-6% -$14.7K 0.11% 66
2023
Q4 		$224K Buy
+1,249
New +$209K 0.11% 65
2023
Q3 		– Sell
-1,307
Closed -$227K – 79
2023
Q2 		$227K Buy
+1,307
New +$216K 0.12% 62

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fi3 Financial Advisors's WM Position: Q3 2025 in Review

Fi3 Financial Advisors sold out of Waste Management (WM) in Q3 2025, closing a stake of 976 shares — an estimated $223K sold.

Fi3 Financial Advisors first reported a position in WM in Q2 2023 and held it in 8 quarters. The position peaked at $254K in Q2 2024. 2,180 funds tracked by Wall St. Rank hold WM as of Q3 2025.

  • Fi3 Financial Advisors reported no remaining Waste Management position as of Q3 2025 after selling out during the quarter.
  • Fi3 Financial Advisors sold 976 Waste Management shares in Q3 2025, an estimated $223K.
  • Fi3 Financial Advisors first reported a position in Waste Management in Q2 2023 and held it in 8 quarters.
  • Fi3 Financial Advisors's Waste Management position peaked at $254K in Q2 2024.
  • 2,180 funds tracked by Wall St. Rank held Waste Management as of Q3 2025.

Based on Fi3 Financial Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.