Merriman Wealth Management’s Waste Management WM Stock Holding History

Merriman Wealth Management’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
2024 Q4	$364K	Buy	1,803 +446	+33%	+$95.8K	0.02%	153
2024 Q3	$282K	Sell	1,357 -47	-3%	-$9.8K	0.01%	178
2024 Q2	$299K	Buy	1,404 +14	+1%	+$2.91K	0.01%	174
2024 Q1	$296K	Buy	1,390 +103	+8%	+$20.2K	0.01%	167
2023 Q4	$231K	Buy	+1,287	New	+$216K	0.01%	173
2023 Q3	–	Sell	-1,281	Closed	-$222K	–	219
2023 Q2	$222K	Sell	1,281 -118	-8%	-$19.5K	0.01%	196
2023 Q1	$228K	Sell	1,399 -68	-5%	-$10.4K	0.01%	181
2022 Q4	$230K	Buy	+1,467	New	+$236K	0.01%	187

Other funds holding WM

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

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Merriman Wealth Management's WM Position: Q4 2024 in Review

Merriman Wealth Management increased its Waste Management (WM) stake by 33% in Q4 2024, buying an estimated $95.8K and bringing the position to 1,803 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #153.

Merriman Wealth Management first reported a position in WM in Q4 2022 and has held it in 8 quarters since. 2,130 funds tracked by Wall St. Rank hold WM as of Q4 2024.

Merriman Wealth Management held 1,803 shares of Waste Management worth $364K as of Q4 2024.
Merriman Wealth Management bought 446 Waste Management shares in Q4 2024, an estimated $95.8K.
Waste Management made up 0.02% of Merriman Wealth Management's portfolio in Q4 2024, its #153 holding.
Merriman Wealth Management first reported a position in Waste Management in Q4 2022 and has held it in 8 quarters since.
2,130 funds tracked by Wall St. Rank held Waste Management as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.