PWM
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PBMares Wealth Management’s Waste Management WM Stock Holding History

PBMares 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 		$338K Sell
1,530
-38
-2% -$8.56K 0.05% 138
2025
Q2 		$359K Buy
1,568
+1
+0.1% +$232 0.07% 135
2025
Q1 		$363K Hold
1,567
– – 0.07% 128
2024
Q4 		$316K Buy
1,567
+1
+0.1% +$215 0.06% 145
2024
Q3 		$325K Buy
1,566
+364
+30% +$75.9K 0.07% 140
2024
Q2 		$256K Hold
1,202
– – 0.06% 155
2024
Q1 		$256K Hold
1,202
– – 0.07% 157
2023
Q4 		$215K Buy
+1,202
New +$202K 0.06% 164
2022
Q2 		– Sell
-1,301
Closed -$206K – 167
2022
Q1 		$206K Buy
1,301
+8
+0.6% +$1.21K 0.13% 146
2021
Q4 		$216K Buy
+1,293
New +$208K 0.09% 148

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PBMares Wealth Management reduced its Waste Management (WM) stake by 2.4% in Q3 2025, selling an estimated $8.56K and leaving 1,530 shares worth $338K. The position accounts for 0.05% of the portfolio, ranked #138.

PBMares Wealth Management first reported a position in WM in Q4 2021 and has held it in 10 quarters since. The position peaked at $363K in Q1 2025. 2,176 funds tracked by Wall St. Rank hold WM as of Q3 2025.

  • PBMares Wealth Management held 1,530 shares of Waste Management worth $338K as of Q3 2025.
  • PBMares Wealth Management sold 38 Waste Management shares in Q3 2025, an estimated $8.56K.
  • Waste Management made up 0.05% of PBMares Wealth Management's portfolio in Q3 2025, its #138 holding.
  • PBMares Wealth Management first reported a position in Waste Management in Q4 2021 and has held it in 10 quarters since.
  • PBMares Wealth Management's Waste Management position peaked at $363K in Q1 2025.
  • 2,176 funds tracked by Wall St. Rank held Waste Management as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.