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Inspirion Wealth Advisors’s Waste Management WM Stock Holding History

Inspirion 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
-3,345
Closed -$694K – 183
2025
Q3 		$694K Buy
3,345
+1,632
+95% +$368K 0.1% 81
2025
Q2 		$392K Buy
1,713
+6
+0.4% +$1.39K 0.05% 110
2025
Q1 		$395K Sell
1,707
-1,638
-49% -$363K 0.05% 108
2024
Q4 		$680K Hold
3,345
– – 0.1% 81
2024
Q3 		$694K Hold
3,345
– – 0.1% 81
2024
Q2 		$714K Sell
3,345
-1,056
-24% -$220K 0.11% 71
2024
Q1 		$938K Buy
4,401
+1
+0% +$197 0.16% 60
2023
Q4 		$790K Buy
4,400
+115
+3% +$19.3K 0.14% 66
2023
Q3 		$653K Hold
4,285
– – 0.13% 70
2023
Q2 		$743K Sell
4,285
-153
-3% -$25.3K 0.14% 66
2023
Q1 		$724K Buy
4,438
+3,062
+223% +$469K 0.15% 65
2022
Q4 		$216K Hold
1,376
– – 0.05% 119
2022
Q3 		$220K Hold
1,376
– – 0.05% 109
2022
Q2 		$211K Sell
1,376
-100
-7% -$15.7K 0.05% 112
2022
Q1 		$234K Buy
1,476
+108
+8% +$16.4K 0.05% 96
2021
Q4 		$228K Sell
1,368
-100
-7% -$16.1K 0.05% 94
2021
Q3 		$219K Hold
1,468
– – 0.05% 84
2021
Q2 		$206K Buy
+1,468
New +$203K 0.05% 83
2021
Q1 		– Sell
-1,694
Closed -$200K – 88
2020
Q4 		$200K Buy
+1,694
New +$198K 0.06% 81
2020
Q1 		– Sell
-1,774
Closed -$202K – 81
2019
Q4 		$202K Hold
1,774
– – 0.07% 75
2019
Q3 		$204K Hold
1,774
– – 0.09% 71
2019
Q2 		$205K Buy
+1,774
New +$192K 0.09% 70

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $34.1B AUM 20.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Inspirion Wealth Advisors's WM Position: Q4 2025 in Review

Inspirion Wealth Advisors sold out of Waste Management (WM) in Q4 2025, closing a stake of 3,345 shares — an estimated $694K sold.

Inspirion Wealth Advisors first reported a position in WM in Q2 2019 and held it in 22 quarters. The position peaked at $938K in Q1 2024. 2,312 funds tracked by Wall St. Rank hold WM as of Q4 2025.

  • Inspirion Wealth Advisors reported no remaining Waste Management position as of Q4 2025 after selling out during the quarter.
  • Inspirion Wealth Advisors sold 3,345 Waste Management shares in Q4 2025, an estimated $694K.
  • Inspirion Wealth Advisors first reported a position in Waste Management in Q2 2019 and held it in 22 quarters.
  • Inspirion Wealth Advisors's Waste Management position peaked at $938K in Q1 2024.
  • 2,312 funds tracked by Wall St. Rank held Waste Management as of Q4 2025.

Based on Inspirion Wealth Advisors's 13F filing for Q4 2025, filed 9 Jan 2026.