SIMG
WM icon

Sonora Investment Management Group’s Waste Management WM Stock Holding History

Sonora Investment Management Group’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 		$1.87M Sell
8,475
-3,000
-26% -$676K 0.13% 104
2025
Q2 		$2.63M Buy
11,475
+21
+0.2% +$4.87K 0.19% 89
2025
Q1 		$2.65M Sell
11,454
-59
-0.5% -$13.1K 0.21% 90
2024
Q4 		$2.32M Buy
11,513
+689
+6% +$148K 0.18% 99
2024
Q3 		$2.25M Buy
10,824
+9
+0.1% +$1.88K 0.17% 103
2024
Q2 		$2.31M Hold
10,815
– – 0.18% 103
2024
Q1 		$2.31M Sell
10,815
-33
-0.3% -$6.49K 0.18% 103
2023
Q4 		$1.94M Sell
10,848
-97
-0.9% -$16.3K 0.16% 110
2023
Q3 		$1.67M Sell
10,945
-369
-3% -$59.7K 0.14% 115
2023
Q2 		$1.96M Buy
11,314
+376
+3% +$62.2K 0.16% 109
2023
Q1 		$1.78M Sell
10,938
-18
-0.2% -$2.76K 0.16% 112
2022
Q4 		$1.72M Sell
10,956
-529
-5% -$85.1K 0.16% 112
2022
Q3 		$1.76M Hold
11,485
– – 0.23% 84
2022
Q2 		$1.76M Buy
11,485
+19
+0.2% +$2.98K 0.17% 112
2022
Q1 		$1.82M Hold
11,466
– – 0.21% 90
2021
Q4 		$1.91M Buy
+11,466
New +$1.84M 0.22% 88

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sonora Investment Management Group's WM Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Waste Management (WM) stake by 26% in Q3 2025, selling an estimated $676K and leaving 8,475 shares worth $1.87M. The position accounts for 0.13% of the portfolio, ranked #104.

Sonora Investment Management Group first reported a position in WM in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.65M in Q1 2025. 2,177 funds tracked by Wall St. Rank hold WM as of Q3 2025.

  • Sonora Investment Management Group held 8,475 shares of Waste Management worth $1.87M as of Q3 2025.
  • Sonora Investment Management Group sold 3,000 Waste Management shares in Q3 2025, an estimated $676K.
  • Waste Management made up 0.13% of Sonora Investment Management Group's portfolio in Q3 2025, its #104 holding.
  • Sonora Investment Management Group first reported a position in Waste Management in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's Waste Management position peaked at $2.65M in Q1 2025.
  • 2,177 funds tracked by Wall St. Rank held Waste Management as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.