Financial Freedom LLC
WM icon

Financial Freedom LLC’s Waste Management WM Stock Holding History

Financial Freedom 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
2026
Q3 		$23.8K Buy
+117
New +$26.2K 0.01% 215
2026
Q2 		– Sell
-117
Closed -$26.8K – 403
2026
Q1 		$26.8K Hold
117
– – 0.01% 207
2025
Q4 		$25.6K Sell
117
-225
-66% -$48K 0.01% 204
2025
Q3 		$75.5K Hold
342
– – 0.04% 154
2025
Q2 		$78.2K Buy
342
+1
+0.3% +$232 0.04% 150
2025
Q1 		$79K Hold
341
– – 0.05% 146
2024
Q4 		$68.8K Buy
341
+1
+0.3% +$215 0.04% 150
2024
Q3 		$70.7K Hold
340
– – 0.04% 148
2024
Q2 		$72.5K Hold
340
– – 0.04% 145
2024
Q1 		$72.4K Buy
340
+1
+0.3% +$197 0.04% 139
2023
Q4 		$60.8K Hold
339
– – 0.04% 147
2023
Q3 		$51.6K Buy
339
+1
+0.3% +$162 0.04% 151
2023
Q2 		$58.7K Hold
338
– – 0.04% 143
2023
Q1 		$55.1K Buy
338
+1
+0.3% +$153 0.04% 143
2022
Q4 		$52.9K Buy
+337
New +$54.2K 0.04% 142

Other funds holding WM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Financial Freedom LLC's WM Position: Q3 2026 in Review

Financial Freedom LLC opened a new position in Waste Management (WM) in Q3 2026: 117 shares worth $23.8K. The stake represents 0.01% of the portfolio and ranks #215 among its holdings. This is a return to the name: Financial Freedom LLC previously reported a position in WM as recently as Q1 2026.

Financial Freedom LLC first reported a position in WM in Q4 2022 and has held it in 15 quarters since. The position peaked at $79K in Q1 2025. 1,495 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Financial Freedom LLC held 117 shares of Waste Management worth $23.8K as of Q3 2026.
  • Waste Management was a new Financial Freedom LLC position in Q3 2026.
  • Waste Management made up 0.01% of Financial Freedom LLC's portfolio in Q3 2026, its #215 holding.
  • Financial Freedom LLC first reported a position in Waste Management in Q4 2022 and has held it in 15 quarters since.
  • Financial Freedom LLC's Waste Management position peaked at $79K in Q1 2025.
  • 1,495 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Financial Freedom LLC's 13F filing for Q3 2026, filed 6 Nov 2026.