Garde Capital’s Waste Management WM Stock Holding History

Garde Capital’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	-537	Closed	-$123K	–	814
2025 Q2	$123K	Buy	537 +2	+0.4%	+$464	0.01%	264
2025 Q1	$124K	Buy	535 +1	+0.2%	+$221	0.01%	257
2024 Q4	$108K	Buy	534 +1	+0.2%	+$215	0.01%	274
2024 Q3	$111K	Buy	533 +1	+0.2%	+$209	0.01%	258
2024 Q2	$114K	Hold	532	–	–	0.01%	255
2024 Q1	$113K	Buy	+532	New	+$105K	0.01%	269
2023 Q2	–	Sell	-621	Closed	-$101K	–	288
2023 Q1	$101K	Sell	621 -125	-17%	-$19.1K	0.01%	256
2022 Q4	$117K	Buy	+746	New	+$120K	0.01%	227
2022 Q1	–	Sell	-621	Closed	-$104K	–	290
2021 Q4	$104K	Buy	+621	New	+$99.9K	0.01%	284
2020 Q1	–	Sell	-1,817	Closed	-$207K	–	138
2019 Q4	$207K	Buy	+1,817	New	+$205K	0.03%	132

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Gates Foundation Trust

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return