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Financial Advocates Investment Management’s Waste Management WM Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-3,999
Closed -$915K – 600
2025
Q2 		$915K Sell
3,999
-286
-7% -$66.3K 0.07% 242
2025
Q1 		$992K Buy
4,285
+282
+7% +$62.5K 0.07% 278
2024
Q4 		$808K Buy
4,003
+121
+3% +$26K 0.05% 350
2024
Q3 		$806K Sell
3,882
-63
-2% -$13.1K 0.05% 352
2024
Q2 		$842K Buy
3,945
+106
+3% +$22K 0.05% 328
2024
Q1 		$818K Sell
3,839
-46
-1% -$9.04K 0.05% 346
2023
Q4 		$696K Buy
3,885
+4
+0.1% +$671 0.05% 360
2023
Q3 		$592K Buy
3,881
+65
+2% +$10.5K 0.04% 374
2023
Q2 		$662K Sell
3,816
-120
-3% -$19.8K 0.05% 344
2023
Q1 		$642K Sell
3,936
-93
-2% -$14.2K 0.05% 373
2022
Q4 		$632K Sell
4,029
-26
-0.6% -$4.18K 0.05% 399
2022
Q3 		$650K Buy
4,055
+69
+2% +$11.4K 0.05% 344
2022
Q2 		$610K Sell
3,986
-1,283
-24% -$201K 0.05% 360
2022
Q1 		$835K Sell
5,269
-45,012
-90% -$6.82M 0.06% 333
2021
Q4 		$4.57M Buy
50,281
+45,122
+875% +$7.26M 0.29% 85
2021
Q3 		$770K Sell
5,159
-276
-5% -$41.3K 0.05% 379
2021
Q2 		$761K Buy
5,435
+42
+0.8% +$5.81K 0.05% 379
2021
Q1 		$695K Sell
5,393
-82
-1% -$9.58K 0.05% 404
2020
Q4 		$645K Buy
5,475
+402
+8% +$46.9K 0.04% 389
2020
Q3 		$574K Sell
5,073
-67
-1% -$7.4K 0.05% 350
2020
Q2 		$544K Buy
5,140
+1,259
+32% +$127K 0.05% 344
2020
Q1 		$359K Buy
3,881
+1,783
+85% +$205K 0.05% 324
2019
Q4 		$239K Hold
2,098
– – 0.03% 449
2019
Q3 		$241K Buy
2,098
+185
+10% +$21.6K 0.03% 422
2019
Q2 		$220K Buy
+1,913
New +$208K 0.03% 435
2018
Q4 		– Sell
-2,281
Closed -$206K – 514
2018
Q3 		$206K Buy
+2,281
New +$202K 0.02% 478
2018
Q1 		– Sell
-2,362
Closed -$204K – 545
2017
Q4 		$204K Buy
+2,362
New +$192K 0.03% 458

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 $31.7B AUM 20.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Advocates Investment Management's WM Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Waste Management (WM) in Q3 2025, closing a stake of 3,999 shares — an estimated $915K sold.

Financial Advocates Investment Management first reported a position in WM in Q4 2017 and held it in 27 quarters. The position peaked at $4.57M in Q4 2021. 2,178 funds tracked by Wall St. Rank hold WM as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Waste Management position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,999 Waste Management shares in Q3 2025, an estimated $915K.
  • Financial Advocates Investment Management first reported a position in Waste Management in Q4 2017 and held it in 27 quarters.
  • Financial Advocates Investment Management's Waste Management position peaked at $4.57M in Q4 2021.
  • 2,178 funds tracked by Wall St. Rank held Waste Management as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.