KFGK
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Keystone Financial Group (Kentucky)’s Waste Management WM Stock Holding History

Keystone Financial Group (Kentucky)’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 		$862K Buy
3,750
+976
+35% +$224K 0.06% 215
2025
Q4 		$609K Buy
2,774
+21
+0.8% +$4.48K 0.05% 234
2025
Q3 		$608K Buy
2,753
+26
+1% +$5.86K 0.05% 215
2025
Q2 		$624K Buy
2,727
+235
+9% +$54.5K 0.06% 205
2025
Q1 		$577K Sell
2,492
-114
-4% -$25.2K 0.06% 198
2024
Q4 		$526K Buy
2,606
+347
+15% +$74.5K 0.05% 207
2024
Q3 		$469K Buy
2,259
+235
+12% +$49K 0.06% 201
2024
Q2 		$432K Buy
2,024
+250
+14% +$52K 0.15% 90
2024
Q1 		$378K Sell
1,774
-9
-0.5% -$1.77K 0.06% 218
2023
Q4 		$319K Buy
1,783
+50
+3% +$8.38K 0.06% 205
2023
Q3 		$264K Buy
+1,733
New +$280K 0.04% 229

Other funds holding WM

BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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
Ameriprise Minneapolis, Minnesota $431B 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