Lowe Wealth Advisors’s Waste Management WM Stock Holding History

Lowe Wealth Advisors’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 Q3	$22.5K	Sell	102 -20	-16%	-$4.5K	0.01%	192
2025 Q2	$27.9K	Hold	122	–	–	0.01%	179
2025 Q1	$28.2K	Hold	122	–	–	0.01%	171
2024 Q4	$24.6K	Buy	122 +20	+20%	+$4.3K	0.01%	170
2024 Q3	$21.2K	Hold	102	–	–	0.01%	164
2024 Q2	$21.8K	Hold	102	–	–	0.01%	165
2024 Q1	$21.7K	Hold	102	–	–	0.01%	158
2023 Q4	$18.3K	Hold	102	–	–	0.01%	164
2023 Q3	$15.5K	Hold	102	–	–	0.01%	168
2023 Q2	$17.7K	Hold	102	–	–	0.01%	169
2023 Q1	$16.6K	Hold	102	–	–	0.01%	166
2022 Q4	$16K	Hold	102	–	–	0.01%	173
2022 Q3	$16K	Hold	102	–	–	0.01%	164
2022 Q2	$16K	Hold	102	–	–	0.01%	154
2022 Q1	$16K	Hold	102	–	–	0.01%	167
2021 Q4	$17K	Hold	102	–	–	0.01%	160
2021 Q3	$15K	Hold	102	–	–	0.01%	160
2021 Q2	$14K	Hold	102	–	–	0.01%	166
2021 Q1	$13K	Hold	102	–	–	0.01%	163
2020 Q4	$12K	Hold	102	–	–	0.01%	168
2020 Q3	$12K	Hold	102	–	–	0.01%	155
2020 Q2	$11K	Hold	102	–	–	0.01%	152
2020 Q1	$9K	Hold	102	–	–	0.01%	157
2019 Q4	$12K	Buy	+102	New	+$11.5K	0.01%	151

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Geode Capital Management

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Parnassus Investments

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return