Morton Brown Family Wealth’s Waste Management WM Stock Holding History

Morton Brown Family Wealth’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	–	Sell	-75	Closed	-$15.6K	–	295
2024 Q3	$15.6K	Buy	+75	New	+$15.6K	0.01%	147
2023 Q2	–	Sell	-11	Closed	-$1.79K	–	295
2023 Q1	$1.79K	Buy	+11	New	+$1.69K	﹤0.01%	207
2022 Q3	–	Sell	-13	Closed	-$2K	–	340
2022 Q2	$2K	Buy	+13	New	+$2.04K	﹤0.01%	210

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morton Brown Family Wealth's WM Position: Q4 2024 in Review

Morton Brown Family Wealth sold out of Waste Management (WM) in Q4 2024, closing a stake of 75 shares — an estimated $15.6K sold.

Morton Brown Family Wealth first reported a position in WM in Q2 2022 and held it in 3 quarters. The position peaked at $15.6K in Q3 2024. 2,128 funds tracked by Wall St. Rank hold WM as of Q4 2024.

Morton Brown Family Wealth reported no remaining Waste Management position as of Q4 2024 after selling out during the quarter.
Morton Brown Family Wealth sold 75 Waste Management shares in Q4 2024, an estimated $15.6K.
Morton Brown Family Wealth first reported a position in Waste Management in Q2 2022 and held it in 3 quarters.
Morton Brown Family Wealth's Waste Management position peaked at $15.6K in Q3 2024.
2,128 funds tracked by Wall St. Rank held Waste Management as of Q4 2024.

Based on Morton Brown Family Wealth's 13F filing for Q4 2024, filed 31 Jan 2025.