Stephens Consulting’s Waste Management WM Stock Holding History

Stephens Consulting’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 Q4	$5.93K	Hold	27	–	–	﹤0.01%	280
2025 Q3	$5.96K	Sell	27 -7	-21%	-$1.58K	﹤0.01%	265
2025 Q2	$7.78K	Buy	34 +7	+26%	+$1.62K	﹤0.01%	356
2025 Q1	$6.25K	Hold	27	–	–	﹤0.01%	369
2024 Q4	$5.45K	Hold	27	–	–	﹤0.01%	401
2024 Q3	$5.61K	Hold	27	–	–	﹤0.01%	386
2024 Q2	$5.76K	Hold	27	–	–	﹤0.01%	395
2024 Q1	$5.76K	Hold	27	–	–	﹤0.01%	352
2023 Q4	$4.84K	Hold	27	–	–	﹤0.01%	372
2023 Q3	$4.12K	Hold	27	–	–	﹤0.01%	391
2023 Q2	$4.68K	Hold	27	–	–	﹤0.01%	383
2023 Q1	$4.41K	Hold	27	–	–	﹤0.01%	403
2022 Q4	$4.24K	Hold	27	–	–	﹤0.01%	387
2022 Q3	$4.33K	Hold	27	–	–	﹤0.01%	426
2022 Q2	$4.13K	Hold	27	–	–	﹤0.01%	418
2022 Q1	$4.28K	Hold	27	–	–	﹤0.01%	452
2021 Q4	$4.51K	Buy	+27	New	+$4.34K	﹤0.01%	502

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stephens Consulting's WM Position: Q4 2025 in Review

Stephens Consulting held its Waste Management (WM) position steady in Q4 2025 at 27 shares worth $5.93K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Stephens Consulting first reported a position in WM in Q4 2021 and has held it in 17 quarters since. The position peaked at $7.78K in Q2 2025. 2,321 funds tracked by Wall St. Rank hold WM as of Q4 2025.

Stephens Consulting held 27 shares of Waste Management worth $5.93K as of Q4 2025.
Stephens Consulting left its Waste Management share count unchanged in Q4 2025.
Waste Management made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #280 holding.
Stephens Consulting first reported a position in Waste Management in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's Waste Management position peaked at $7.78K in Q2 2025.
2,321 funds tracked by Wall St. Rank held Waste Management as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.