Richard W. Paul & Associates’s Waste Management WM Stock Holding History

Richard W. Paul & Associates’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 Q1	–	Sell	-26	Closed	-$5.25K	–	511
2024 Q4	$5.25K	Sell	26 -7	-21%	-$1.5K	﹤0.01%	353
2024 Q3	$6.85K	Sell	33 -3	-8%	-$626	﹤0.01%	334
2024 Q2	$7.68K	Sell	36 -2	-5%	-$416	﹤0.01%	323
2024 Q1	$8.1K	Hold	38	–	–	﹤0.01%	331
2023 Q4	$6.81K	Sell	38 -7	-16%	-$1.17K	﹤0.01%	337
2023 Q3	$6.86K	Buy	45 +38	+543%	+$6.15K	﹤0.01%	320
2023 Q2	$1.21K	Hold	7	–	–	﹤0.01%	467
2023 Q1	$1.14K	Hold	7	–	–	﹤0.01%	473
2022 Q4	$1.1K	Buy	+7	New	+$1.13K	﹤0.01%	465

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Richard W. Paul & Associates's WM Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Waste Management (WM) in Q1 2025, closing a stake of 26 shares — an estimated $5.25K sold.

Richard W. Paul & Associates first reported a position in WM in Q4 2022 and held it in 9 quarters. The position peaked at $8.1K in Q1 2024. 2,201 funds tracked by Wall St. Rank hold WM as of Q1 2025.

Richard W. Paul & Associates reported no remaining Waste Management position as of Q1 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 26 Waste Management shares in Q1 2025, an estimated $5.25K.
Richard W. Paul & Associates first reported a position in Waste Management in Q4 2022 and held it in 9 quarters.
Richard W. Paul & Associates's Waste Management position peaked at $8.1K in Q1 2024.
2,201 funds tracked by Wall St. Rank held Waste Management as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.