PSI Advisors’s Waste Management WM Stock Holding History

PSI Advisors’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	-660	Closed	-$153K	–	699
2025 Q1	$153K	Sell	660 -156	-19%	-$34.5K	0.05%	132
2024 Q4	$165K	Buy	816 +1	+0.1%	+$215	0.05%	142
2024 Q3	$169K	Hold	815	–	–	0.05%	139
2024 Q2	$174K	Buy	815 +1	+0.1%	+$208	0.06%	133
2024 Q1	$173K	Hold	814	–	–	0.06%	139
2023 Q4	$146K	Buy	814 +1	+0.1%	+$168	0.05%	150
2023 Q3	$124K	Buy	813 +1	+0.1%	+$162	0.05%	161
2023 Q2	$141K	Buy	812 +1	+0.1%	+$165	0.06%	145
2023 Q1	$132K	Hold	811	–	–	0.06%	140
2022 Q4	$127K	Buy	811 +151	+23%	+$24.3K	0.07%	136
2022 Q3	$106K	Hold	660	–	–	0.06%	156
2022 Q2	$101K	Sell	660 -220	-25%	-$34.5K	0.05%	174
2022 Q1	$139K	Hold	880	–	–	0.06%	163
2021 Q4	$147K	Hold	880	–	–	0.06%	168
2021 Q3	$131K	Buy	+880	New	+$132K	0.06%	170
2020 Q1	–	Sell	-840	Closed	-$95K	–	607
2019 Q4	$95K	Buy	+840	New	+$94.9K	0.06%	193

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

PSI Advisors's WM Position: Q2 2025 in Review

PSI Advisors sold out of Waste Management (WM) in Q2 2025, closing a stake of 660 shares — an estimated $153K sold.

PSI Advisors first reported a position in WM in Q4 2019 and held it in 16 quarters. The position peaked at $174K in Q2 2024. 2,228 funds tracked by Wall St. Rank hold WM as of Q2 2025.

PSI Advisors reported no remaining Waste Management position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 660 Waste Management shares in Q2 2025, an estimated $153K.
PSI Advisors first reported a position in Waste Management in Q4 2019 and held it in 16 quarters.
PSI Advisors's Waste Management position peaked at $174K in Q2 2024.
2,228 funds tracked by Wall St. Rank held Waste Management as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.