GWM
WM icon

Gitterman Wealth Management’s Waste Management WM Stock Holding History

Gitterman Wealth 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
-1,163
Closed -$266K – 334
2025
Q2 		$266K Buy
1,163
+23
+2% +$5.33K 0.06% 94
2025
Q1 		$264K Sell
1,140
-1,681
-60% -$372K 0.07% 86
2024
Q4 		$569K Buy
2,821
+1,717
+156% +$369K 0.24% 32
2024
Q3 		$229K Buy
+1,104
New +$230K 0.1% 98

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
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 $34.1B AUM 20.22% 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

Gitterman Wealth Management's WM Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Waste Management (WM) in Q3 2025, closing a stake of 1,163 shares — an estimated $266K sold.

Gitterman Wealth Management first reported a position in WM in Q3 2024 and held it in 4 quarters. The position peaked at $569K in Q4 2024. 2,176 funds tracked by Wall St. Rank hold WM as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Waste Management position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 1,163 Waste Management shares in Q3 2025, an estimated $266K.
  • Gitterman Wealth Management first reported a position in Waste Management in Q3 2024 and held it in 4 quarters.
  • Gitterman Wealth Management's Waste Management position peaked at $569K in Q4 2024.
  • 2,176 funds tracked by Wall St. Rank held Waste Management as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.