Grey Fox Wealth Advisors’s Waste Management WM Stock Holding History

Grey Fox Wealth Advisors’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 Q4	–	Sell	-53	Closed	-$11.7K	–	608
2025 Q3	$11.7K	Buy	+53	New	+$11.9K	﹤0.01%	394

Other funds holding WM

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Norges Bank Oslo, Norway $935B AUM

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

Grey Fox Wealth Advisors's WM Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Waste Management (WM) in Q4 2025, closing a stake of 53 shares — an estimated $11.7K sold.

Grey Fox Wealth Advisors first reported a position in WM in Q3 2025 and held it in 1 quarter. The position peaked at $11.7K in Q3 2025. 2,313 funds tracked by Wall St. Rank hold WM as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Waste Management position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 53 Waste Management shares in Q4 2025, an estimated $11.7K.
Grey Fox Wealth Advisors first reported a position in Waste Management in Q3 2025 and held it in 1 quarter.
Grey Fox Wealth Advisors's Waste Management position peaked at $11.7K in Q3 2025.
2,313 funds tracked by Wall St. Rank held Waste Management as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.