RWB
WM icon

RMR Wealth Builders’s Waste Management WM Stock Holding History

RMR Wealth Builders’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 		$3.16M Buy
13,759
+2,224
+19% +$511K 0.25% 59
2025
Q4 		$2.53M Buy
11,535
+1,823
+19% +$389K 0.2% 71
2025
Q3 		$2.14M Sell
9,712
-440
-4% -$99.1K 0.18% 71
2025
Q2 		$2.32M Buy
10,152
+543
+6% +$126K 0.21% 61
2025
Q1 		$2.22M Buy
9,609
+800
+9% +$177K 0.23% 57
2024
Q4 		$1.78M Buy
8,809
+984
+13% +$211K 0.18% 67
2024
Q3 		$1.62M Buy
7,825
+210
+3% +$43.8K 0.17% 74
2024
Q2 		$1.62M Buy
7,615
+793
+12% +$165K 0.19% 68
2024
Q1 		$1.45M Buy
6,822
+1,395
+26% +$274K 0.18% 73
2023
Q4 		$972K Buy
5,427
+1,248
+30% +$209K 0.14% 87
2023
Q3 		$637K Buy
4,179
+2,808
+205% +$454K 0.1% 109
2023
Q2 		$238K Sell
1,371
-19
-1% -$3.14K 0.04% 185
2023
Q1 		$227K Sell
1,390
-18
-1% -$2.76K 0.04% 192
2022
Q4 		$221K Buy
1,408
+107
+8% +$17.2K 0.05% 177
2022
Q3 		$208K Buy
+1,301
New +$215K 0.05% 183
2022
Q2 		– Sell
-1,325
Closed -$210K – 222
2022
Q1 		$210K Buy
+1,325
New +$201K 0.05% 196
2021
Q2 		– Sell
-1,800
Closed -$232K – 714
2021
Q1 		$232K Buy
1,800
+1,140
+173% +$133K 0.06% 171
2020
Q4 		$78K Buy
+660
New +$77K 0.04% 220

Other funds holding WM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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