Hurlow Wealth Management Group’s Waste Management WM Stock Holding History

Hurlow Wealth Management Group’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 Q2	–	Sell	-1,273	Closed	-$295K	–	131
2025 Q1	$295K	Hold	1,273	–	–	0.09%	92
2024 Q4	$257K	Hold	1,273	–	–	0.08%	105
2024 Q3	$264K	Sell	1,273 -1	-0.1%	-$209	0.08%	103
2024 Q2	$272K	Hold	1,274	–	–	0.09%	93
2024 Q1	$272K	Hold	1,274	–	–	0.1%	93
2023 Q4	$228K	Buy	+1,274	New	+$214K	0.09%	101
2023 Q3	–	Sell	-1,274	Closed	-$221K	–	110
2023 Q2	$221K	Buy	1,274 +1	+0.1%	+$165	0.09%	102
2023 Q1	$208K	Buy	+1,273	New	+$195K	0.1%	101
2022 Q4	–	Sell	-1,260	Closed	-$202K	–	98
2022 Q3	$202K	Buy	+1,260	New	+$208K	0.12%	92
2022 Q2	–	Sell	-1,260	Closed	-$200K	–	100
2022 Q1	$200K	Buy	+1,260	New	+$191K	0.12%	95

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

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

Hurlow Wealth Management Group's WM Position: Q2 2025 in Review

Hurlow Wealth Management Group sold out of Waste Management (WM) in Q2 2025, closing a stake of 1,273 shares — an estimated $295K sold.

Hurlow Wealth Management Group first reported a position in WM in Q1 2022 and held it in 10 quarters. The position peaked at $295K in Q1 2025. 2,228 funds tracked by Wall St. Rank hold WM as of Q2 2025.

Hurlow Wealth Management Group reported no remaining Waste Management position as of Q2 2025 after selling out during the quarter.
Hurlow Wealth Management Group sold 1,273 Waste Management shares in Q2 2025, an estimated $295K.
Hurlow Wealth Management Group first reported a position in Waste Management in Q1 2022 and held it in 10 quarters.
Hurlow Wealth Management Group's Waste Management position peaked at $295K in Q1 2025.
2,228 funds tracked by Wall St. Rank held Waste Management as of Q2 2025.

Based on Hurlow Wealth Management Group's 13F filing for Q2 2025, filed 10 Jul 2025.