FSA
WM icon

Financial Security Advisor’s Waste Management WM Stock Holding History

Financial Security Advisor’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
-883
Closed -$202K – 147
2025
Q2 		$202K Buy
883
+1
+0.1% +$232 0.05% 128
2025
Q1 		$204K Buy
+882
New +$195K 0.05% 120

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 $3.37T AUM 44.26% 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

Financial Security Advisor's WM Position: Q3 2025 in Review

Financial Security Advisor sold out of Waste Management (WM) in Q3 2025, closing a stake of 883 shares — an estimated $202K sold.

Financial Security Advisor first reported a position in WM in Q1 2025 and held it in 2 quarters. The position peaked at $204K in Q1 2025. 2,179 funds tracked by Wall St. Rank hold WM as of Q3 2025.

  • Financial Security Advisor reported no remaining Waste Management position as of Q3 2025 after selling out during the quarter.
  • Financial Security Advisor sold 883 Waste Management shares in Q3 2025, an estimated $202K.
  • Financial Security Advisor first reported a position in Waste Management in Q1 2025 and held it in 2 quarters.
  • Financial Security Advisor's Waste Management position peaked at $204K in Q1 2025.
  • 2,179 funds tracked by Wall St. Rank held Waste Management as of Q3 2025.

Based on Financial Security Advisor's 13F filing for Q3 2025, filed 3 Nov 2025.