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

Puff 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 		– Sell
-52,335
Closed -$52.3K – 128
2025
Q2 		$52.3K Buy
+52,335
New +$12.1M 0.04% 105

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Puff Wealth Management sold out of Waste Management (WM) in Q3 2025, closing a stake of 52,335 shares — an estimated $52.3K sold.

Puff Wealth Management first reported a position in WM in Q2 2025 and held it in 1 quarter. The position peaked at $52.3K in Q2 2025. 2,179 funds tracked by Wall St. Rank hold WM as of Q3 2025.

  • Puff Wealth Management reported no remaining Waste Management position as of Q3 2025 after selling out during the quarter.
  • Puff Wealth Management sold 52,335 Waste Management shares in Q3 2025, an estimated $52.3K.
  • Puff Wealth Management first reported a position in Waste Management in Q2 2025 and held it in 1 quarter.
  • Puff Wealth Management's Waste Management position peaked at $52.3K in Q2 2025.
  • 2,179 funds tracked by Wall St. Rank held Waste Management as of Q3 2025.

Based on Puff Wealth Management's 13F filing for Q3 2025, filed 6 Oct 2025.