Guerra Advisors’s Waste Management WM Stock Holding History

Guerra 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 Q3	$2M	Buy	9,037 +3,371	+59%	+$759K	0.74%	42
2025 Q2	$1.3M	Buy	5,666 +991	+21%	+$230K	0.61%	43
2025 Q1	$1.08M	Buy	4,675 +2,185	+88%	+$484K	0.61%	43
2024 Q4	$502K	Buy	+2,490	New	+$535K	0.28%	54

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

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

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guerra Advisors's WM Position: Q3 2025 in Review

Guerra Advisors increased its Waste Management (WM) stake by 59% in Q3 2025, buying an estimated $759K and bringing the position to 9,037 shares worth $2M. The position accounts for 0.74% of the portfolio, ranked #42.

Guerra Advisors first reported a position in WM in Q4 2024 and has held it in 4 quarters since. 2,177 funds tracked by Wall St. Rank hold WM as of Q3 2025.

Guerra Advisors held 9,037 shares of Waste Management worth $2M as of Q3 2025.
Guerra Advisors bought 3,371 Waste Management shares in Q3 2025, an estimated $759K.
Waste Management made up 0.74% of Guerra Advisors's portfolio in Q3 2025, its #42 holding.
Guerra Advisors first reported a position in Waste Management in Q4 2024 and has held it in 4 quarters since.
2,177 funds tracked by Wall St. Rank held Waste Management as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.