Greenwood Gearhart’s Waste Management WM Stock Holding History

Greenwood Gearhart’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 Q1	–	Sell	-1,012	Closed	-$204K	–	130
2024 Q4	$204K	Hold	1,012	–	–	0.01%	126
2024 Q3	$210K	Hold	1,012	–	–	0.02%	103
2024 Q2	$216K	Hold	1,012	–	–	0.02%	102
2024 Q1	$216K	Hold	1,012	–	–	0.02%	96
2023 Q4	$181K	Buy	+1,012	New	+$170K	0.02%	100
2023 Q1	–	Sell	-1,365	Closed	-$214K	–	100
2022 Q4	$214K	Sell	1,365 -43	-3%	-$6.92K	0.03%	97
2022 Q3	$226K	Buy	1,408 +100	+8%	+$16.5K	0.04%	87
2022 Q2	$200K	Buy	1,308 +11	+0.8%	+$1.72K	0.03%	92
2022 Q1	$206K	Sell	1,297 -115	-8%	-$17.4K	0.03%	96
2021 Q4	$236K	Buy	+1,412	New	+$227K	0.03%	93

Other funds holding WM

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Greenwood Gearhart's WM Position: Q1 2025 in Review

Greenwood Gearhart sold out of Waste Management (WM) in Q1 2025, closing a stake of 1,012 shares — an estimated $204K sold.

Greenwood Gearhart first reported a position in WM in Q4 2021 and held it in 10 quarters. The position peaked at $236K in Q4 2021. 2,201 funds tracked by Wall St. Rank hold WM as of Q1 2025.

Greenwood Gearhart reported no remaining Waste Management position as of Q1 2025 after selling out during the quarter.
Greenwood Gearhart sold 1,012 Waste Management shares in Q1 2025, an estimated $204K.
Greenwood Gearhart first reported a position in Waste Management in Q4 2021 and held it in 10 quarters.
Greenwood Gearhart's Waste Management position peaked at $236K in Q4 2021.
2,201 funds tracked by Wall St. Rank held Waste Management as of Q1 2025.

Based on Greenwood Gearhart's 13F filing for Q1 2025, filed 6 May 2025.