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Waverton Investment Management’s Waste Management WM Stock Holding History

Waverton Investment 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
Q4 		– Sell
-3,360
Closed -$742K – 96
2025
Q3 		$742K Sell
3,360
-713
-18% -$161K 0.01% 72
2025
Q2 		$932K Buy
4,073
+309
+8% +$71.7K 0.01% 71
2025
Q1 		$871K Hold
3,764
– – 0.01% 72
2024
Q4 		$759K Buy
3,764
+1,164
+45% +$250K 0.01% 74
2024
Q3 		$539K Sell
2,600
-500
-16% -$104K 0.01% 81
2024
Q2 		$662K Hold
3,100
– – 0.01% 78
2024
Q1 		$661K Hold
3,100
– – 0.01% 78
2023
Q4 		$556K Buy
+3,100
New +$520K 0.01% 78

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Waverton Investment Management's WM Position: Q4 2025 in Review

Waverton Investment Management sold out of Waste Management (WM) in Q4 2025, closing a stake of 3,360 shares — an estimated $742K sold.

Waverton Investment Management first reported a position in WM in Q4 2023 and held it in 8 quarters. The position peaked at $932K in Q2 2025. 2,312 funds tracked by Wall St. Rank hold WM as of Q4 2025.

  • Waverton Investment Management reported no remaining Waste Management position as of Q4 2025 after selling out during the quarter.
  • Waverton Investment Management sold 3,360 Waste Management shares in Q4 2025, an estimated $742K.
  • Waverton Investment Management first reported a position in Waste Management in Q4 2023 and held it in 8 quarters.
  • Waverton Investment Management's Waste Management position peaked at $932K in Q2 2025.
  • 2,312 funds tracked by Wall St. Rank held Waste Management as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.