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Horan Capital Advisors’s Waste Management WM Stock Holding History

Horan 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 		$468K Buy
2,021
+102
+5% +$22.6K 0.16% 77
2024
Q4 		$387K Sell
1,919
-10
-0.5% -$2.15K 0.13% 85
2024
Q3 		$400K Sell
1,929
-125
-6% -$26.1K 0.13% 88
2024
Q2 		$438K Hold
2,054
– – 0.15% 78
2024
Q1 		$438K Sell
2,054
-266
-11% -$52.3K 0.16% 78
2023
Q4 		$416K Hold
2,320
– – 0.15% 79
2023
Q3 		$354K Sell
2,320
-75
-3% -$12.1K 0.14% 86
2023
Q2 		$415K Sell
2,395
-50
-2% -$8.27K 0.16% 77
2023
Q1 		$399K Buy
2,445
+345
+16% +$52.8K 0.16% 76
2022
Q4 		$329K Hold
2,100
– – 0.14% 78
2022
Q3 		$336K Sell
2,100
-100
-5% -$16.5K 0.16% 73
2022
Q2 		$337K Hold
2,200
– – 0.16% 71
2022
Q1 		$349K Hold
2,200
– – 0.14% 75
2021
Q4 		$367K Hold
2,200
– – 0.15% 74
2021
Q3 		$329K Hold
2,200
– – 0.15% 73
2021
Q2 		$308K Hold
2,200
– – 0.14% 75
2021
Q1 		$284K Hold
2,200
– – 0.14% 76
2020
Q4 		$259K Hold
2,200
– – 0.13% 77
2020
Q3 		$249K Hold
2,200
– – 0.14% 69
2020
Q2 		$233K Hold
2,200
– – 0.16% 68
2020
Q1 		$204K Hold
2,200
– – 0.16% 67
2019
Q4 		$251K Hold
2,200
– – 0.15% 68
2019
Q3 		$253K Hold
2,200
– – 0.15% 67
2019
Q2 		$254K Hold
2,200
– – 0.17% 65
2019
Q1 		$229K Buy
+2,200
New +$215K 0.15% 66
2018
Q4 		– Sell
-2,200
Closed -$199K – 81
2018
Q3 		$199K Sell
2,200
-175
-7% -$15.5K 0.13% 68
2018
Q2 		$193K Hold
2,375
– – 0.12% 69
2018
Q1 		$200K Hold
2,375
– – 0.13% 65
2017
Q4 		$205K Hold
2,375
– – 0.13% 63
2017
Q3 		$186K Buy
+2,375
New +$180K 0.11% 73

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Horan Capital Advisors increased its Waste Management (WM) stake by 5.3% in Q1 2025, buying an estimated $22.6K and bringing the position to 2,021 shares worth $468K. The position accounts for 0.16% of the portfolio, ranked #77.

Horan Capital Advisors first reported a position in WM in Q3 2017 and has held it in 30 quarters since. 2,203 funds tracked by Wall St. Rank hold WM as of Q1 2025.

  • Horan Capital Advisors held 2,021 shares of Waste Management worth $468K as of Q1 2025.
  • Horan Capital Advisors bought 102 Waste Management shares in Q1 2025, an estimated $22.6K.
  • Waste Management made up 0.16% of Horan Capital Advisors's portfolio in Q1 2025, its #77 holding.
  • Horan Capital Advisors first reported a position in Waste Management in Q3 2017 and has held it in 30 quarters since.
  • 2,203 funds tracked by Wall St. Rank held Waste Management as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.