L.M. Kohn & Company’s Waste Management WM Stock Holding History

L.M. Kohn & Company’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	-4,642	Closed	-$1.07M	–	308
2025 Q1	$1.07M	Sell	4,642 -45	-1%	-$9.97K	0.28%	70
2024 Q4	$946K	Sell	4,687 -254	-5%	-$54.6K	0.24%	80
2024 Q3	$1.03M	Sell	4,941 -148	-3%	-$30.9K	0.26%	84
2024 Q2	$1.09M	Sell	5,089 -354	-7%	-$73.6K	0.29%	65
2024 Q1	$1.16M	Sell	5,443 -309	-5%	-$60.7K	0.33%	59
2023 Q4	$1.03M	Sell	5,752 -197	-3%	-$33K	0.33%	62
2023 Q3	$907K	Sell	5,949 -315	-5%	-$51K	0.33%	65
2023 Q2	$1.09M	Sell	6,264 -171	-3%	-$28.3K	0.41%	52
2023 Q1	$1.05M	Sell	6,435 -178	-3%	-$27.3K	0.44%	51
2022 Q4	$1.04M	Sell	6,613 -252	-4%	-$40.5K	0.49%	49
2022 Q3	$1.1M	Sell	6,865 -1,040	-13%	-$172K	0.54%	45
2022 Q2	$1.21M	Buy	7,905 +579	+8%	+$90.7K	0.57%	44
2022 Q1	$1.16M	Buy	+7,326	New	+$1.11M	0.45%	52

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

L.M. Kohn & Company's WM Position: Q2 2025 in Review

L.M. Kohn & Company sold out of Waste Management (WM) in Q2 2025, closing a stake of 4,642 shares — an estimated $1.07M sold.

L.M. Kohn & Company first reported a position in WM in Q1 2022 and held it in 13 quarters. The position peaked at $1.21M in Q2 2022. 2,228 funds tracked by Wall St. Rank hold WM as of Q2 2025.

L.M. Kohn & Company reported no remaining Waste Management position as of Q2 2025 after selling out during the quarter.
L.M. Kohn & Company sold 4,642 Waste Management shares in Q2 2025, an estimated $1.07M.
L.M. Kohn & Company first reported a position in Waste Management in Q1 2022 and held it in 13 quarters.
L.M. Kohn & Company's Waste Management position peaked at $1.21M in Q2 2022.
2,228 funds tracked by Wall St. Rank held Waste Management as of Q2 2025.

Based on L.M. Kohn & Company's 13F filing for Q2 2025, filed 4 Aug 2025.