MinichMacGregor Wealth Management’s Waste Management WM Stock Holding History

MinichMacGregor 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
2025 Q3	–	Sell	-977	Closed	-$224K	–	154
2025 Q2	$224K	Buy	977 +20	+2%	+$4.64K	0.05%	112
2025 Q1	$222K	Buy	+957	New	+$212K	0.05%	119
2024 Q4	–	Sell	-981	Closed	-$204K	–	128
2024 Q3	$204K	Hold	981	–	–	0.04%	114
2024 Q2	$209K	Buy	+981	New	+$204K	0.05%	99
2023 Q1	–	Sell	-1,008	Closed	-$158K	–	660
2022 Q4	$158K	Buy	+1,008	New	+$162K	0.06%	93
2018 Q4	–	Sell	-302	Closed	-$27K	–	531
2018 Q3	$27K	Sell	302 -24	-7%	-$2.13K	0.02%	184
2018 Q2	$26K	Hold	326	–	–	0.02%	180
2018 Q1	$27K	Buy	326 +152	+87%	+$13K	0.02%	173
2017 Q4	$15K	Buy	174 +4	+2%	+$326	0.01%	248
2017 Q3	$13K	Sell	170 -3	-2%	-$228	0.01%	246
2017 Q2	$12K	Hold	173	–	–	0.01%	249
2017 Q1	$12K	Sell	173 -1	-0.6%	-$71	0.01%	251
2016 Q4	$12K	Buy	174 +1	+0.6%	+$67	0.01%	246
2016 Q3	$11K	Hold	173	–	–	0.01%	255
2016 Q2	$11K	Hold	173	–	–	0.01%	249
2016 Q1	$10K	Sell	173 -152	-47%	-$8.39K	0.01%	258
2015 Q4	$16K	Buy	+325	New	+$17.3K	0.01%	182

Other funds holding WM

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MinichMacGregor Wealth Management's WM Position: Q3 2025 in Review

MinichMacGregor Wealth Management sold out of Waste Management (WM) in Q3 2025, closing a stake of 977 shares — an estimated $224K sold.

MinichMacGregor Wealth Management first reported a position in WM in Q4 2015 and held it in 17 quarters. The position peaked at $224K in Q2 2025. 2,179 funds tracked by Wall St. Rank hold WM as of Q3 2025.

MinichMacGregor Wealth Management reported no remaining Waste Management position as of Q3 2025 after selling out during the quarter.
MinichMacGregor Wealth Management sold 977 Waste Management shares in Q3 2025, an estimated $224K.
MinichMacGregor Wealth Management first reported a position in Waste Management in Q4 2015 and held it in 17 quarters.
MinichMacGregor Wealth Management's Waste Management position peaked at $224K in Q2 2025.
2,179 funds tracked by Wall St. Rank held Waste Management as of Q3 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.