Financial Counselors Inc’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-93,099
Closed -$21.6M 551
2025
Q1
$21.6M Sell
93,099
-2,594
-3% -$574K 0.33% 81
2024
Q4
$19.3M Sell
95,693
-1,733
-2% -$372K 0.28% 88
2024
Q3
$20.2M Buy
97,426
+3,031
+3% +$632K 0.3% 87
2024
Q2
$20.1M Buy
94,395
+1,575
+2% +$327K 0.32% 79
2024
Q1
$19.8M Sell
92,820
-1,580
-2% -$310K 0.33% 81
2023
Q4
$16.9M Sell
94,400
-856
-0.9% -$144K 0.3% 93
2023
Q3
$14.5M Buy
95,256
+1,630
+2% +$264K 0.29% 92
2023
Q2
$16.2M Sell
93,626
-557
-0.6% -$92.1K 0.33% 85
2023
Q1
$15.4M Buy
94,183
+71
+0.1% +$10.9K 0.33% 88
2022
Q4
$14.8M Buy
94,112
+519
+0.6% +$83.5K 0.33% 92
2022
Q3
$15M Sell
93,593
-91
-0.1% -$15K 0.37% 89
2022
Q2
$14.3M Buy
93,684
+3,272
+4% +$512K 0.34% 90
2022
Q1
$14.3M Buy
90,412
+1,587
+2% +$241K 0.3% 102
2021
Q4
$14.8M Sell
88,825
-1,073
-1% -$173K 0.3% 94
2021
Q3
$13.4M Buy
89,898
+1,554
+2% +$233K 0.29% 98
2021
Q2
$12.4M Buy
88,344
+103
+0.1% +$14.2K 0.27% 110
2021
Q1
$11.4M Buy
88,241
+8,035
+10% +$939K 0.26% 111
2020
Q4
$9.46M Buy
80,206
+759
+1% +$88.5K 0.24% 113
2020
Q3
$8.99M Sell
79,447
-2,386
-3% -$264K 0.26% 101
2020
Q2
$8.67M Buy
81,833
+4,816
+6% +$486K 0.28% 101
2020
Q1
$7.13M Buy
77,017
+1,174
+2% +$135K 0.32% 96
2019
Q4
$8.64M Sell
75,843
-779
-1% -$88K 0.31% 104
2019
Q3
$8.81M Sell
76,622
-13,312
-15% -$1.55M 0.35% 98
2019
Q2
$10.4M Sell
89,934
-3,613
-4% -$392K 0.42% 76
2019
Q1
$9.72M Sell
93,547
-15,629
-14% -$1.53M 0.41% 78
2018
Q4
$9.72M Sell
109,176
-1,407
-1% -$126K 0.48% 67
2018
Q3
$9.99M Sell
110,583
-725
-0.7% -$64.3K 0.44% 75
2018
Q2
$9.05M Sell
111,308
-139
-0.1% -$11.5K 0.42% 79
2018
Q1
$9.38M Buy
111,447
+9,093
+9% +$780K 0.45% 72
2017
Q4
$8.83M Sell
102,354
-482
-0.5% -$39.2K 0.4% 82
2017
Q3
$8.05M Buy
102,836
+940
+0.9% +$71.4K 0.39% 83
2017
Q2
$7.47M Sell
101,896
-29,404
-22% -$2.14M 0.37% 95
2017
Q1
$9.57M Sell
131,300
-3,020
-2% -$216K 0.49% 67
2016
Q4
$9.53M Buy
+134,320
New +$8.98M 0.51% 61
2016
Q2
$9.32M Sell
140,710
-710
-0.5% -$42.9K 0.56% 53
2016
Q1
$8.34M Buy
141,420
+71
+0.1% +$3.92K 0.52% 60
2015
Q4
$7.54M Sell
141,349
-3,679
-3% -$195K 0.49% 63
2015
Q3
$7.22M Sell
145,028
-3,357
-2% -$167K 0.5% 63
2015
Q2
$6.88M Buy
148,385
+137
+0.1% +$6.89K 0.44% 73
2015
Q1
$8.04M Sell
148,248
-36,805
-20% -$1.96M 0.5% 63
2014
Q4
$9.5M Buy
185,053
+260
+0.1% +$12.7K 0.6% 45
2014
Q3
$8.78M Sell
184,793
-2,869
-2% -$131K 0.62% 39
2014
Q2
$8.39M Sell
187,662
-14,288
-7% -$622K 0.58% 48
2014
Q1
$8.5M Sell
201,950
-51,105
-20% -$2.14M 0.61% 42
2013
Q4
$11.4M Sell
253,055
-5,806
-2% -$254K 0.85% 27
2013
Q3
$10.7M Sell
258,861
-20,578
-7% -$858K 0.88% 28
2013
Q2
$11.3M Buy
+279,439
New +$11.3M 0.94% 25

Other funds holding WM

Financial Counselors Inc's WM Position: Q2 2025 in Review

Financial Counselors Inc sold out of Waste Management (WM) in Q2 2025, closing a stake of 93,099 shares — an estimated $21.6M sold.

Financial Counselors Inc first reported a position in WM in Q2 2013 and held it in 47 quarters. The position peaked at $21.6M in Q1 2025. 2,229 funds tracked by Wall St. Rank hold WM as of Q2 2025.

  • Financial Counselors Inc reported no remaining Waste Management position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 93,099 Waste Management shares in Q2 2025, an estimated $21.6M.
  • Financial Counselors Inc first reported a position in Waste Management in Q2 2013 and held it in 47 quarters.
  • Financial Counselors Inc's Waste Management position peaked at $21.6M in Q1 2025.
  • 2,229 funds tracked by Wall St. Rank held Waste Management as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.