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Ridgewood Investments’s Waste Management WM Stock Holding History

Ridgewood Investments’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 		$222K Hold
1,006
– – 0.09% 197
2025
Q2 		$230K Hold
1,006
– – 0.1% 184
2025
Q1 		$233K Sell
1,006
-125
-11% -$27.7K 0.11% 172
2024
Q4 		$228K Hold
1,131
– – 0.11% 166
2024
Q3 		$235K Sell
1,131
-88
-7% -$18.4K 0.12% 155
2024
Q2 		$260K Hold
1,219
– – 0.13% 154
2024
Q1 		$260K Hold
1,219
– – 0.14% 158
2023
Q4 		$218K Buy
+1,219
New +$204K 0.13% 163
2023
Q3 		– Sell
-1,219
Closed -$211K – 781
2023
Q2 		$211K Hold
1,219
– – 0.12% 162
2023
Q1 		$199K Buy
+1,219
New +$187K 0.12% 170
2022
Q1 		– Sell
-1,702
Closed -$284K – 218
2021
Q4 		$284K Hold
1,702
– – 0.18% 154
2021
Q3 		$254K Hold
1,702
– – 0.17% 159
2021
Q2 		$239K Sell
1,702
-2,256
-57% -$312K 0.15% 164
2021
Q1 		$511K Sell
3,958
-86
-2% -$10.1K 0.31% 106
2020
Q4 		$458K Hold
4,044
– – 0.36% 97
2020
Q3 		$458K Hold
4,044
– – 0.36% 98
2020
Q2 		$428K Hold
4,044
– – 0.35% 101
2020
Q1 		$374K Sell
4,044
-35
-0.9% -$4.01K 0.38% 82
2019
Q4 		$465K Sell
4,079
-212
-5% -$23.9K 0.33% 95
2019
Q3 		$493K Buy
4,291
+35
+0.8% +$4.09K 0.38% 81
2019
Q2 		$491K Hold
4,256
– – 0.38% 84
2019
Q1 		$442K Sell
4,256
-60
-1% -$5.86K 0.36% 80
2018
Q4 		$390K Hold
4,316
– – 0.31% 93
2018
Q3 		$390K Hold
4,316
– – 0.31% 94
2018
Q2 		$351K Hold
4,316
– – 0.31% 100
2018
Q1 		$363K Hold
4,316
– – 0.33% 87
2017
Q4 		$372K Hold
4,316
– – 0.33% 91
2017
Q3 		$338K Hold
4,316
– – 0.32% 96
2017
Q2 		$317K Hold
4,316
– – 0.32% 95
2017
Q1 		$315K Hold
4,316
– – 0.34% 88
2016
Q4 		$306K Buy
+4,316
New +$289K 0.36% 74

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 $3.38T AUM 44.17% 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

Ridgewood Investments's WM Position: Q3 2025 in Review

Ridgewood Investments held its Waste Management (WM) position steady in Q3 2025 at 1,006 shares worth $222K. The position accounts for 0.09% of the portfolio, ranked #197.

Ridgewood Investments first reported a position in WM in Q4 2016 and has held it in 31 quarters since. The position peaked at $511K in Q1 2021. 2,180 funds tracked by Wall St. Rank hold WM as of Q3 2025.

  • Ridgewood Investments held 1,006 shares of Waste Management worth $222K as of Q3 2025.
  • Ridgewood Investments left its Waste Management share count unchanged in Q3 2025.
  • Waste Management made up 0.09% of Ridgewood Investments's portfolio in Q3 2025, its #197 holding.
  • Ridgewood Investments first reported a position in Waste Management in Q4 2016 and has held it in 31 quarters since.
  • Ridgewood Investments's Waste Management position peaked at $511K in Q1 2021.
  • 2,180 funds tracked by Wall St. Rank held Waste Management as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.