QWM
WM icon

Quaker Wealth Management’s Waste Management WM Stock Holding History

Quaker 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
2026
Q1 		$443K Buy
1,928
+4
+0.2% +$919 0.14% 41
2025
Q4 		$423K Sell
1,924
-2
-0.1% -$426 0.13% 41
2025
Q3 		$425K Buy
1,926
+1
+0.1% +$225 0.14% 39
2025
Q2 		$440K Buy
+1,925
New +$447K 0.15% 40
2025
Q1 		– Hold
0
– – – 1775
2024
Q3 		$399K Buy
+1,921
New +$401K 0.15% 37
2024
Q1 		$614K Buy
2,881
+1,373
+91% +$270K 0.25% 32
2023
Q4 		$270K Hold
1,508
– – 0.12% 40
2023
Q3 		$230K Hold
1,508
– – 0.11% 40
2023
Q2 		$261K Hold
1,508
– – 0.12% 36
2023
Q1 		$246K Hold
1,508
– – 0.11% 37
2022
Q4 		$237K Hold
1,508
– – 0.12% 33
2022
Q3 		$242K Hold
1,508
– – 0.13% 34
2022
Q2 		$231K Hold
1,508
– – 0.12% 38
2022
Q1 		$239K Hold
1,508
– – 0.1% 41
2021
Q4 		$252K Hold
1,508
– – 0.11% 42
2021
Q3 		$225K Buy
+1,508
New +$226K 0.26% 24

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VPM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return