Syntax Research’s Waste Management WM Stock Holding History

Syntax Research’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	-2,098	Closed	-$486K	–	180
2025 Q1	$486K	Buy	2,098 +31	+1%	+$6.87K	0.34%	53
2024 Q4	$417K	Sell	2,067 -10,019	-83%	-$2.15M	0.3%	52
2024 Q3	$2.51M	Buy	12,086 +10,081	+503%	+$2.1M	1.69%	26
2024 Q2	$428K	Sell	2,005 -239	-11%	-$49.7K	0.34%	41
2024 Q1	$478K	Buy	2,244 +91	+4%	+$17.9K	0.37%	42
2023 Q4	$386K	Sell	2,153 -6,987	-76%	-$1.17M	0.32%	46
2023 Q3	$1.39M	Buy	+9,140	New	+$1.48M	1.13%	27

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 $34.1B AUM 20.22% 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

Syntax Research's WM Position: Q2 2025 in Review

Syntax Research sold out of Waste Management (WM) in Q2 2025, closing a stake of 2,098 shares — an estimated $486K sold.

Syntax Research first reported a position in WM in Q3 2023 and held it in 7 quarters. The position peaked at $2.51M in Q3 2024. 2,228 funds tracked by Wall St. Rank hold WM as of Q2 2025.

Syntax Research reported no remaining Waste Management position as of Q2 2025 after selling out during the quarter.
Syntax Research sold 2,098 Waste Management shares in Q2 2025, an estimated $486K.
Syntax Research first reported a position in Waste Management in Q3 2023 and held it in 7 quarters.
Syntax Research's Waste Management position peaked at $2.51M in Q3 2024.
2,228 funds tracked by Wall St. Rank held Waste Management as of Q2 2025.

Based on Syntax Research's 13F filing for Q2 2025, filed 21 Jul 2025.