Nalls Sherbakoff Group’s Waste Management WM Stock Holding History

Nalls Sherbakoff 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 Q4	–	Sell	-839	Closed	-$185K	–	460
2025 Q3	$185K	Hold	839	–	–	0.13%	105
2025 Q2	$192K	Sell	839 -33	-4%	-$7.66K	0.14%	103
2025 Q1	$202K	Buy	+872	New	+$193K	0.16%	92
2023 Q4	$150K	Hold	839	–	–	0.13%	100
2023 Q3	$128K	Hold	839	–	–	0.12%	103
2023 Q2	$136K	Hold	839	–	–	0.13%	101
2023 Q1	$136K	Buy	+839	New	+$128K	0.13%	102
2018 Q4	$75K	Buy	+839	New	+$75.3K	0.12%	103

Other funds holding WM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nalls Sherbakoff Group's WM Position: Q4 2025 in Review

Nalls Sherbakoff Group sold out of Waste Management (WM) in Q4 2025, closing a stake of 839 shares — an estimated $185K sold.

Nalls Sherbakoff Group first reported a position in WM in Q4 2018 and held it in 8 quarters. The position peaked at $202K in Q1 2025. 2,313 funds tracked by Wall St. Rank hold WM as of Q4 2025.

Nalls Sherbakoff Group reported no remaining Waste Management position as of Q4 2025 after selling out during the quarter.
Nalls Sherbakoff Group sold 839 Waste Management shares in Q4 2025, an estimated $185K.
Nalls Sherbakoff Group first reported a position in Waste Management in Q4 2018 and held it in 8 quarters.
Nalls Sherbakoff Group's Waste Management position peaked at $202K in Q1 2025.
2,313 funds tracked by Wall St. Rank held Waste Management as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.