Profit Investment Management’s Waste Management WM Stock Holding History

Profit Investment 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	–	Sell	-969	Closed	-$222K	–	74
2025 Q2	$222K	Hold	969	–	–	0.2%	73
2025 Q1	$224K	Buy	+969	New	+$215K	0.21%	74
2024 Q4	–	Sell	-969	Closed	-$201K	–	80
2024 Q3	$201K	Hold	969	–	–	0.16%	81
2024 Q2	$207K	Hold	969	–	–	0.13%	81
2024 Q1	$207K	Buy	+969	New	+$190K	0.12%	78
2023 Q3	–	Sell	-1,168	Closed	-$203K	–	75
2023 Q2	$203K	Sell	1,168 -68	-6%	-$11.2K	0.13%	75
2023 Q1	$202K	Buy	+1,236	New	+$189K	0.13%	76
2022 Q1	–	Sell	-1,236	Closed	-$206K	–	83
2021 Q4	$206K	Buy	+1,236	New	+$199K	0.13%	84

Other funds holding WM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Profit Investment Management's WM Position: Q3 2025 in Review

Profit Investment Management sold out of Waste Management (WM) in Q3 2025, closing a stake of 969 shares — an estimated $222K sold.

Profit Investment Management first reported a position in WM in Q4 2021 and held it in 8 quarters. The position peaked at $224K in Q1 2025. 2,178 funds tracked by Wall St. Rank hold WM as of Q3 2025.

Profit Investment Management reported no remaining Waste Management position as of Q3 2025 after selling out during the quarter.
Profit Investment Management sold 969 Waste Management shares in Q3 2025, an estimated $222K.
Profit Investment Management first reported a position in Waste Management in Q4 2021 and held it in 8 quarters.
Profit Investment Management's Waste Management position peaked at $224K in Q1 2025.
2,178 funds tracked by Wall St. Rank held Waste Management as of Q3 2025.

Based on Profit Investment Management's 13F filing for Q3 2025, filed 14 Oct 2025.