Global Assets Advisory’s Waste Management WM Stock Holding History

Global Assets Advisory’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 Q1	$922K	Sell	4,012 -6	-0.1%	-$1.38K	0.27%	71
2025 Q4	$883K	Sell	4,018 -99	-2%	-$21.1K	0.25%	86
2025 Q3	$909K	Buy	4,117 +485	+13%	+$109K	0.27%	90
2025 Q2	$831K	Sell	3,632 -3,071	-46%	-$712K	0.32%	77
2025 Q1	$1.51M	Buy	6,703 +4,466	+200%	+$989K	0.28%	78
2024 Q4	$449K	Sell	2,237 -355	-14%	-$76.2K	0.25%	92
2024 Q3	$539K	Buy	+2,592	New	+$541K	0.3%	79
2024 Q2	–	Sell	-550,312	Closed	-$2.58M	–	525
2024 Q1	$2.58M	Buy	+550,312	New	+$108M	0.12%	134
2023 Q4	–	Sell	-2,588	Closed	-$395K	–	131
2023 Q3	$395K	Sell	2,588 -12	-0.5%	-$1.94K	0.35%	76
2023 Q2	$451K	Sell	2,600 -8	-0.3%	-$1.32K	0.41%	71
2023 Q1	$431K	Buy	2,608 +376	+17%	+$57.6K	0.44%	67
2022 Q4	$350K	Buy	+2,232	New	+$359K	0.37%	74

Other funds holding WM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Parnassus Investments

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