Wealth Dimensions Group’s Waste Management WM Stock Holding History

Wealth Dimensions 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
2026 Q1	$536K	Sell	2,334 -23	-1%	-$5.29K	0.11%	99
2025 Q4	$518K	Buy	2,357 +16	+0.7%	+$3.41K	0.1%	100
2025 Q3	$517K	Sell	2,341 -133	-5%	-$30K	0.11%	102
2025 Q2	$566K	Buy	2,474 +27	+1%	+$6.26K	0.12%	97
2025 Q1	$567K	Buy	2,447 +108	+5%	+$23.9K	0.14%	92
2024 Q4	$472K	Sell	2,339 -35	-1%	-$7.52K	0.12%	95
2024 Q3	$493K	Hold	2,374	–	–	0.12%	86
2024 Q2	$506K	Sell	2,374 -24	-1%	-$4.99K	0.14%	81
2024 Q1	$511K	Hold	2,398	–	–	0.15%	80
2023 Q4	$429K	Sell	2,398 -130	-5%	-$21.8K	0.14%	88
2023 Q3	$385K	Sell	2,528 -75	-3%	-$12.1K	0.14%	91
2023 Q2	$451K	Buy	2,603 +255	+11%	+$42.2K	0.16%	82
2023 Q1	$383K	Sell	2,348 -56	-2%	-$8.58K	0.15%	92
2022 Q4	$377K	Hold	2,404	–	–	0.15%	94
2022 Q3	$385K	Buy	2,404 +8	+0.3%	+$1.32K	0.19%	79
2022 Q2	$367K	Buy	2,396 +5	+0.2%	+$783	0.17%	89
2022 Q1	$379K	Buy	2,391 +680	+40%	+$103K	0.18%	94
2021 Q4	$286K	Buy	1,711 +104	+6%	+$16.7K	0.14%	106
2021 Q3	$240K	Buy	+1,607	New	+$240K	0.15%	112

Other funds holding WM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Gates Foundation Trust

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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