Roundview Capital’s Waste Management WM Stock Holding History

Roundview Capital’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 Q2	–	Sell	-980	Closed	-$227K	–	334
2025 Q1	$227K	Buy	+980	New	+$217K	0.02%	299

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 $37.4B AUM 35.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Roundview Capital's WM Position: Q2 2025 in Review

Roundview Capital sold out of Waste Management (WM) in Q2 2025, closing a stake of 980 shares — an estimated $227K sold.

Roundview Capital first reported a position in WM in Q1 2025 and held it in 1 quarter. The position peaked at $227K in Q1 2025. 2,229 funds tracked by Wall St. Rank hold WM as of Q2 2025.

Roundview Capital reported no remaining Waste Management position as of Q2 2025 after selling out during the quarter.
Roundview Capital sold 980 Waste Management shares in Q2 2025, an estimated $227K.
Roundview Capital first reported a position in Waste Management in Q1 2025 and held it in 1 quarter.
Roundview Capital's Waste Management position peaked at $227K in Q1 2025.
2,229 funds tracked by Wall St. Rank held Waste Management as of Q2 2025.

Based on Roundview Capital's 13F filing for Q2 2025, filed 23 Jul 2025.