SSWM
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Smith Salley Wealth Management’s Waste Management WM Stock Holding History

Smith Salley Wealth Management’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
-4,011
Closed -$809K – 264
2024
Q4 		$809K Sell
4,011
-376
-9% -$80.8K 0.05% 153
2024
Q3 		$911K Buy
4,387
+79
+2% +$16.5K 0.06% 147
2024
Q2 		$919K Buy
4,308
+90
+2% +$18.7K 0.07% 144
2024
Q1 		$899K Buy
+4,218
New +$829K 0.07% 135

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Smith Salley Wealth Management's WM Position: Q1 2025 in Review

Smith Salley Wealth Management sold out of Waste Management (WM) in Q1 2025, closing a stake of 4,011 shares — an estimated $809K sold.

Smith Salley Wealth Management first reported a position in WM in Q1 2024 and held it in 4 quarters. The position peaked at $919K in Q2 2024. 2,201 funds tracked by Wall St. Rank hold WM as of Q1 2025.

  • Smith Salley Wealth Management reported no remaining Waste Management position as of Q1 2025 after selling out during the quarter.
  • Smith Salley Wealth Management sold 4,011 Waste Management shares in Q1 2025, an estimated $809K.
  • Smith Salley Wealth Management first reported a position in Waste Management in Q1 2024 and held it in 4 quarters.
  • Smith Salley Wealth Management's Waste Management position peaked at $919K in Q2 2024.
  • 2,201 funds tracked by Wall St. Rank held Waste Management as of Q1 2025.

Based on Smith Salley Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.