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Semus Wealth Partners’s Waste Management WM Stock Holding History

Semus Wealth Partners’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 		– Sell
-956
Closed -$219K – 123
2025
Q2 		$219K Buy
956
+3
+0.3% +$696 0.14% 103
2025
Q1 		$221K Buy
+953
New +$211K 0.15% 99
2024
Q4 		– Sell
-992
Closed -$206K – 126
2024
Q3 		$206K Sell
992
-243
-20% -$50.7K 0.14% 113
2024
Q2 		$263K Sell
1,235
-110
-8% -$22.9K 0.2% 88
2024
Q1 		$287K Sell
1,345
-207
-13% -$40.7K 0.24% 91
2023
Q4 		$278K Buy
1,552
+78
+5% +$13.1K 0.23% 92
2023
Q3 		$225K Sell
1,474
-63
-4% -$10.2K 0.21% 100
2023
Q2 		$267K Sell
1,537
-130
-8% -$21.5K 0.24% 90
2023
Q1 		$272K Sell
1,667
-270
-14% -$41.4K 0.29% 85
2022
Q4 		$304K Buy
+1,937
New +$312K 0.37% 69

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

Semus Wealth Partners's WM Position: Q3 2025 in Review

Semus Wealth Partners sold out of Waste Management (WM) in Q3 2025, closing a stake of 956 shares — an estimated $219K sold.

Semus Wealth Partners first reported a position in WM in Q4 2022 and held it in 10 quarters. The position peaked at $304K in Q4 2022. 2,180 funds tracked by Wall St. Rank hold WM as of Q3 2025.

  • Semus Wealth Partners reported no remaining Waste Management position as of Q3 2025 after selling out during the quarter.
  • Semus Wealth Partners sold 956 Waste Management shares in Q3 2025, an estimated $219K.
  • Semus Wealth Partners first reported a position in Waste Management in Q4 2022 and held it in 10 quarters.
  • Semus Wealth Partners's Waste Management position peaked at $304K in Q4 2022.
  • 2,180 funds tracked by Wall St. Rank held Waste Management as of Q3 2025.

Based on Semus Wealth Partners's 13F filing for Q3 2025, filed 22 Oct 2025.