Iron Horse Wealth Management’s Waste Management WM Stock Holding History

Iron Horse Wealth Management’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	$11.4K	Hold	50	–	–	﹤0.01%	261
2025 Q1	$11.6K	Hold	50	–	–	﹤0.01%	253
2024 Q4	$10.1K	Hold	50	–	–	﹤0.01%	239
2024 Q3	$10.4K	Hold	50	–	–	﹤0.01%	235
2024 Q2	$10.7K	Hold	50	–	–	﹤0.01%	212
2024 Q1	$10.7K	Hold	50	–	–	﹤0.01%	188
2023 Q4	$8.96K	Hold	50	–	–	﹤0.01%	201
2023 Q3	$7.62K	Hold	50	–	–	﹤0.01%	215
2023 Q2	$8.67K	Hold	50	–	–	﹤0.01%	159
2023 Q1	$8.16K	Hold	50	–	–	﹤0.01%	168
2022 Q4	$8K	Buy	+50	New	+$8.04K	﹤0.01%	137
2022 Q3	–	Sell	-53	Closed	-$8K	–	296
2022 Q2	$8K	Buy	53 +3	+6%	+$470	﹤0.01%	133
2022 Q1	$8K	Hold	50	–	–	﹤0.01%	147
2021 Q4	$8K	Hold	50	–	–	﹤0.01%	131
2021 Q3	$7K	Hold	50	–	–	﹤0.01%	127
2021 Q2	$7K	Hold	50	–	–	﹤0.01%	135
2021 Q1	$6K	Hold	50	–	–	﹤0.01%	129
2020 Q4	$6K	Buy	+50	New	+$5.83K	﹤0.01%	124

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

Iron Horse Wealth Management's WM Position: Q2 2025 in Review

Iron Horse Wealth Management held its Waste Management (WM) position steady in Q2 2025 at 50 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Iron Horse Wealth Management first reported a position in WM in Q4 2020 and has held it in 18 quarters since. The position peaked at $11.6K in Q1 2025. 2,228 funds tracked by Wall St. Rank hold WM as of Q2 2025.

Iron Horse Wealth Management held 50 shares of Waste Management worth $11.4K as of Q2 2025.
Iron Horse Wealth Management left its Waste Management share count unchanged in Q2 2025.
Waste Management made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #261 holding.
Iron Horse Wealth Management first reported a position in Waste Management in Q4 2020 and has held it in 18 quarters since.
Iron Horse Wealth Management's Waste Management position peaked at $11.6K in Q1 2025.
2,228 funds tracked by Wall St. Rank held Waste Management as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.