Menard Financial Group’s Waste Management WM Stock Holding History

Menard Financial Group’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 Q1	–	Sell	-698	Closed	-$141K	–	308
2024 Q4	$141K	Buy	+698	New	+$150K	0.08%	123
2023 Q3	–	Sell	-1,160	Closed	-$201K	–	87
2023 Q2	$201K	Buy	+1,160	New	+$192K	0.41%	67
2022 Q2	–	Sell	-1,852	Closed	-$294K	–	130
2022 Q1	$294K	Sell	1,852 -91	-5%	-$13.8K	0.29%	102
2021 Q4	$324K	Sell	1,943 -334	-15%	-$53.7K	0.27%	104
2021 Q3	$340K	Sell	2,277 -14	-0.6%	-$2.1K	0.3%	106
2021 Q2	$321K	Buy	2,291 +505	+28%	+$69.8K	0.3%	100
2021 Q1	$230K	Buy	1,786 +25	+1%	+$2.92K	0.25%	127
2020 Q4	$208K	Buy	+1,761	New	+$205K	0.22%	131

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Menard Financial Group's WM Position: Q1 2025 in Review

Menard Financial Group sold out of Waste Management (WM) in Q1 2025, closing a stake of 698 shares — an estimated $141K sold.

Menard Financial Group first reported a position in WM in Q4 2020 and held it in 8 quarters. The position peaked at $340K in Q3 2021. 2,201 funds tracked by Wall St. Rank hold WM as of Q1 2025.

Menard Financial Group reported no remaining Waste Management position as of Q1 2025 after selling out during the quarter.
Menard Financial Group sold 698 Waste Management shares in Q1 2025, an estimated $141K.
Menard Financial Group first reported a position in Waste Management in Q4 2020 and held it in 8 quarters.
Menard Financial Group's Waste Management position peaked at $340K in Q3 2021.
2,201 funds tracked by Wall St. Rank held Waste Management as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.