Planning Directions’s Waste Management WM Stock Holding History

Planning Directions’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 Q2	–	Sell	-1,024	Closed	-$237K	–	120
2025 Q1	$237K	Buy	1,024 +3	+0.3%	+$664	0.1%	110
2024 Q4	$206K	Buy	1,021 +4	+0.4%	+$859	0.12%	76
2024 Q3	$211K	Buy	1,017 +4	+0.4%	+$835	0.13%	78
2024 Q2	$216K	Buy	1,013 +3	+0.3%	+$624	0.15%	68
2024 Q1	$215K	Buy	+1,010	New	+$198K	0.15%	69

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Planning Directions's WM Position: Q2 2025 in Review

Planning Directions sold out of Waste Management (WM) in Q2 2025, closing a stake of 1,024 shares — an estimated $237K sold.

Planning Directions first reported a position in WM in Q1 2024 and held it in 5 quarters. The position peaked at $237K in Q1 2025. 2,228 funds tracked by Wall St. Rank hold WM as of Q2 2025.

Planning Directions reported no remaining Waste Management position as of Q2 2025 after selling out during the quarter.
Planning Directions sold 1,024 Waste Management shares in Q2 2025, an estimated $237K.
Planning Directions first reported a position in Waste Management in Q1 2024 and held it in 5 quarters.
Planning Directions's Waste Management position peaked at $237K in Q1 2025.
2,228 funds tracked by Wall St. Rank held Waste Management as of Q2 2025.

Based on Planning Directions's 13F filing for Q2 2025, filed 1 Aug 2025.