Heck Capital Advisors’s Waste Management WM Stock Holding History

Heck Capital 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 Q1	–	Sell	-2,354	Closed	-$475K	–	794
2024 Q4	$475K	Buy	+2,354	New	+$506K	0.02%	197

Other funds holding WM

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

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Heck Capital Advisors's WM Position: Q1 2025 in Review

Heck Capital Advisors sold out of Waste Management (WM) in Q1 2025, closing a stake of 2,354 shares — an estimated $475K sold.

Heck Capital Advisors first reported a position in WM in Q4 2024 and held it in 1 quarter. The position peaked at $475K in Q4 2024. 2,204 funds tracked by Wall St. Rank hold WM as of Q1 2025.

Heck Capital Advisors reported no remaining Waste Management position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 2,354 Waste Management shares in Q1 2025, an estimated $475K.
Heck Capital Advisors first reported a position in Waste Management in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Waste Management position peaked at $475K in Q4 2024.
2,204 funds tracked by Wall St. Rank held Waste Management as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.