Keystone Wealth Services’s Waste Management WM Stock Holding History

Keystone Wealth Services’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	-1,257	Closed	-$291K	–	292
2025 Q1	$291K	Buy	+1,257	New	+$278K	0.08%	212
2024 Q3	–	Sell	-1,017	Closed	-$217K	–	261
2024 Q2	$217K	Buy	1,017 +2	+0.2%	+$416	0.07%	217
2024 Q1	$216K	Sell	1,015 -209	-17%	-$41.1K	0.07%	207
2023 Q4	$219K	Buy	+1,224	New	+$205K	0.08%	203
2023 Q3	–	Sell	-1,218	Closed	-$211K	–	218
2023 Q2	$211K	Buy	+1,218	New	+$201K	0.08%	191
2023 Q1	–	Sell	-1,360	Closed	-$213K	–	200
2022 Q4	$213K	Buy	1,360 +2	+0.1%	+$322	0.09%	177
2022 Q3	$218K	Sell	1,358 -37	-3%	-$6.11K	0.1%	151
2022 Q2	$213K	Buy	1,395 +5	+0.4%	+$783	0.1%	158
2022 Q1	$220K	Hold	1,390	–	–	0.09%	166
2021 Q4	$232K	Buy	+1,390	New	+$223K	0.09%	158

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

Keystone Wealth Services's WM Position: Q2 2025 in Review

Keystone Wealth Services sold out of Waste Management (WM) in Q2 2025, closing a stake of 1,257 shares — an estimated $291K sold.

Keystone Wealth Services first reported a position in WM in Q4 2021 and held it in 10 quarters. The position peaked at $291K in Q1 2025. 2,228 funds tracked by Wall St. Rank hold WM as of Q2 2025.

Keystone Wealth Services reported no remaining Waste Management position as of Q2 2025 after selling out during the quarter.
Keystone Wealth Services sold 1,257 Waste Management shares in Q2 2025, an estimated $291K.
Keystone Wealth Services first reported a position in Waste Management in Q4 2021 and held it in 10 quarters.
Keystone Wealth Services's Waste Management position peaked at $291K in Q1 2025.
2,228 funds tracked by Wall St. Rank held Waste Management as of Q2 2025.

Based on Keystone Wealth Services's 13F filing for Q2 2025, filed 9 Jul 2025.