Kennedy Investment Group’s Waste Management WM Stock Holding History

Kennedy Investment 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
2026 Q1	$990K	Sell	4,308 -20	-0.5%	-$4.59K	0.39%	63
2025 Q4	$951K	Buy	4,328 +129	+3%	+$27.5K	0.36%	67
2025 Q3	$927K	Buy	4,199 +128	+3%	+$28.8K	0.37%	59
2025 Q2	$932K	Sell	4,071 -2	-0%	-$464	0.4%	58
2025 Q1	$943K	Sell	4,073 -18	-0.4%	-$3.99K	0.44%	57
2024 Q4	$825K	Sell	4,091 -22	-0.5%	-$4.72K	0.37%	67
2024 Q3	$854K	Sell	4,113 -28	-0.7%	-$5.84K	0.39%	66
2024 Q2	$884K	Buy	4,141 +9	+0.2%	+$1.87K	0.45%	55
2024 Q1	$881K	Buy	4,132 +64	+2%	+$12.6K	0.47%	60
2023 Q4	$728K	Buy	4,068 +71	+2%	+$11.9K	0.41%	67
2023 Q3	$609K	Buy	3,997 +119	+3%	+$19.3K	0.37%	71
2023 Q2	$673K	Buy	3,878 +131	+3%	+$21.7K	0.39%	67
2023 Q1	$611K	Buy	3,747 +112	+3%	+$17.2K	0.37%	68
2022 Q4	$570K	Buy	+3,635	New	+$585K	0.36%	70

Other funds holding WM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Gates Foundation Trust

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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