Obsidian Personal Planning Solutions’s Waste Management WM Stock Holding History

Obsidian Personal Planning Solutions’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	$288K	Hold	1,441	–	–	0.1%	83
2025 Q2	$330K	Hold	1,441	–	–	0.13%	67
2025 Q1	$336K	Sell	1,441 -9	-0.6%	-$1.99K	0.15%	61
2024 Q4	$319K	Hold	1,450	–	–	0.15%	62
2024 Q3	$313K	Hold	1,450	–	–	0.16%	60
2024 Q2	$309K	Hold	1,450	–	–	0.19%	62
2024 Q1	$302K	Sell	1,450 -41	-3%	-$8.06K	0.2%	62
2023 Q4	$267K	Hold	1,491	–	–	0.2%	60
2023 Q3	$227K	Sell	1,491 -30	-2%	-$4.85K	0.19%	62
2023 Q2	$264K	Buy	+1,521	New	+$251K	0.32%	54

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Obsidian Personal Planning Solutions's WM Position: Q3 2025 in Review

Obsidian Personal Planning Solutions held its Waste Management (WM) position steady in Q3 2025 at 1,441 shares worth $288K. The position accounts for 0.1% of the portfolio, ranked #83.

Obsidian Personal Planning Solutions first reported a position in WM in Q2 2023 and has held it in 10 quarters since. The position peaked at $336K in Q1 2025. 2,177 funds tracked by Wall St. Rank hold WM as of Q3 2025.

Obsidian Personal Planning Solutions held 1,441 shares of Waste Management worth $288K as of Q3 2025.
Obsidian Personal Planning Solutions left its Waste Management share count unchanged in Q3 2025.
Waste Management made up 0.1% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #83 holding.
Obsidian Personal Planning Solutions first reported a position in Waste Management in Q2 2023 and has held it in 10 quarters since.
Obsidian Personal Planning Solutions's Waste Management position peaked at $336K in Q1 2025.
2,177 funds tracked by Wall St. Rank held Waste Management as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.