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West Financial Advisors’s Waste Management WM Stock Holding History

West Financial Advisors’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
-67
Closed -$15.5K – 214
2025
Q1 		$15.5K Hold
67
– – ﹤0.01% 137
2024
Q4 		$13.5K Hold
67
– – ﹤0.01% 141
2024
Q3 		$13.9K Buy
+67
New +$14K ﹤0.01% 141
2023
Q4 		– Sell
-20
Closed -$3.05K – 208
2023
Q3 		$3.05K Hold
20
– – ﹤0.01% 167
2023
Q2 		$3.47K Buy
+20
New +$3.31K ﹤0.01% 146

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

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

West Financial Advisors sold out of Waste Management (WM) in Q2 2025, closing a stake of 67 shares — an estimated $15.5K sold.

West Financial Advisors first reported a position in WM in Q2 2023 and held it in 5 quarters. The position peaked at $15.5K in Q1 2025. 2,228 funds tracked by Wall St. Rank hold WM as of Q2 2025.

  • West Financial Advisors reported no remaining Waste Management position as of Q2 2025 after selling out during the quarter.
  • West Financial Advisors sold 67 Waste Management shares in Q2 2025, an estimated $15.5K.
  • West Financial Advisors first reported a position in Waste Management in Q2 2023 and held it in 5 quarters.
  • West Financial Advisors's Waste Management position peaked at $15.5K in Q1 2025.
  • 2,228 funds tracked by Wall St. Rank held Waste Management as of Q2 2025.

Based on West Financial Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.