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Kohmann Bosshard Financial Services’s Waste Management WM Stock Holding History

Kohmann Bosshard Financial 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
2026
Q1 		– Sell
-508
Closed -$112K – 616
2025
Q4 		$112K Buy
+508
New +$108K 0.01% 383
2025
Q1 		– Sell
-559
Closed -$113K – 773
2024
Q4 		$113K Buy
+559
New +$120K 0.01% 241

Other funds holding WM

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
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 $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 $37.4B AUM 35.42% 1-Year Est. Return

Kohmann Bosshard Financial Services's WM Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Waste Management (WM) in Q1 2026, closing a stake of 508 shares — an estimated $112K sold.

Kohmann Bosshard Financial Services first reported a position in WM in Q4 2024 and held it in 2 quarters. The position peaked at $113K in Q4 2024. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Waste Management position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 508 Waste Management shares in Q1 2026, an estimated $112K.
  • Kohmann Bosshard Financial Services first reported a position in Waste Management in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's Waste Management position peaked at $113K in Q4 2024.
  • 2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.