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West Coast Financial’s Waste Management WM Stock Holding History

West Coast Financial’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
-61,023
Closed -$14.1M – 153
2025
Q1 		$14.1M Sell
61,023
-1,968
-3% -$436K 1.61% 12
2024
Q4 		$12.7M Buy
62,991
+471
+0.8% +$101K 1.4% 13
2024
Q3 		$13M Buy
62,520
+60
+0.1% +$12.5K 1.43% 17
2024
Q2 		$13.3M Sell
62,460
-1,002
-2% -$208K 1.58% 14
2024
Q1 		$13.5M Sell
63,462
-894
-1% -$176K 1.64% 16
2023
Q4 		$11.5M Buy
64,356
+5,579
+9% +$935K 1.51% 20
2023
Q3 		$8.96M Buy
58,777
+1,235
+2% +$200K 1.34% 20
2023
Q2 		$9.98M Buy
57,542
+432
+0.8% +$71.4K 1.41% 19
2023
Q1 		$9.32M Buy
57,110
+515
+0.9% +$78.9K 1.43% 18
2022
Q4 		$8.88M Buy
+56,595
New +$9.11M 1.5% 19

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 $37.4B AUM 35.42% 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

West Coast Financial's WM Position: Q2 2025 in Review

West Coast Financial sold out of Waste Management (WM) in Q2 2025, closing a stake of 61,023 shares — an estimated $14.1M sold.

West Coast Financial first reported a position in WM in Q4 2022 and held it in 10 quarters. The position peaked at $14.1M in Q1 2025. 2,229 funds tracked by Wall St. Rank hold WM as of Q2 2025.

  • West Coast Financial reported no remaining Waste Management position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 61,023 Waste Management shares in Q2 2025, an estimated $14.1M.
  • West Coast Financial first reported a position in Waste Management in Q4 2022 and held it in 10 quarters.
  • West Coast Financial's Waste Management position peaked at $14.1M in Q1 2025.
  • 2,229 funds tracked by Wall St. Rank held Waste Management as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.