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Morningstar Investment Management’s Waste Management WM Stock Holding History

Morningstar Investment 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
Q1 		– Sell
-6,050
Closed -$1.22M – 214
2024
Q4 		$1.22M Hold
6,050
– – 0.1% 56
2024
Q3 		$1.29M Sell
6,050
-88
-1% -$18.4K 0.13% 72
2024
Q2 		$1.31M Hold
6,138
– – 0.14% 70
2024
Q1 		$1.31M Hold
6,138
– – 0.14% 69
2023
Q4 		$1.1M Buy
6,138
+179
+3% +$30K 0.13% 76
2023
Q3 		$908K Hold
5,959
– – 0.12% 63
2023
Q2 		$1.03M Buy
+5,959
New +$985K 0.14% 58

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Morningstar Investment Management's WM Position: Q1 2025 in Review

Morningstar Investment Management sold out of Waste Management (WM) in Q1 2025, closing a stake of 6,050 shares — an estimated $1.22M sold.

Morningstar Investment Management first reported a position in WM in Q2 2023 and held it in 7 quarters. The position peaked at $1.31M in Q2 2024. 2,202 funds tracked by Wall St. Rank hold WM as of Q1 2025.

  • Morningstar Investment Management reported no remaining Waste Management position as of Q1 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 6,050 Waste Management shares in Q1 2025, an estimated $1.22M.
  • Morningstar Investment Management first reported a position in Waste Management in Q2 2023 and held it in 7 quarters.
  • Morningstar Investment Management's Waste Management position peaked at $1.31M in Q2 2024.
  • 2,202 funds tracked by Wall St. Rank held Waste Management as of Q1 2025.

Based on Morningstar Investment Management's 13F filing for Q1 2025, filed 7 May 2025.