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Talon Private Wealth’s Waste Management WM Stock Holding History

Talon Private Wealth’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 		$2.75K Buy
+12
New +$2.78K ﹤0.01% 278
2025
Q1 		– Sell
-53
Closed -$10.7K – 302
2024
Q4 		$10.7K Hold
53
– – ﹤0.01% 219
2024
Q3 		$11K Buy
+53
New +$11.1K ﹤0.01% 175

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Talon Private Wealth's WM Position: Q2 2025 in Review

Talon Private Wealth opened a new position in Waste Management (WM) in Q2 2025: 12 shares worth $2.75K. The stake represents ﹤0.01% of the portfolio and ranks #278 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in WM as recently as Q4 2024.

Talon Private Wealth first reported a position in WM in Q3 2024 and has held it in 3 quarters since. The position peaked at $11K in Q3 2024. 2,228 funds tracked by Wall St. Rank hold WM as of Q2 2025.

  • Talon Private Wealth held 12 shares of Waste Management worth $2.75K as of Q2 2025.
  • Waste Management was a new Talon Private Wealth position in Q2 2025.
  • Waste Management made up ﹤0.01% of Talon Private Wealth's portfolio in Q2 2025, its #278 holding.
  • Talon Private Wealth first reported a position in Waste Management in Q3 2024 and has held it in 3 quarters since.
  • Talon Private Wealth's Waste Management position peaked at $11K in Q3 2024.
  • 2,228 funds tracked by Wall St. Rank held Waste Management as of Q2 2025.

Based on Talon Private Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.