WP
WM icon

Westmount Partners’s Waste Management WM Stock Holding History

Westmount Partners’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
Q2 		$351K Buy
1,574
+105
+7% +$23.4K 0.08% 195
2026
Q1 		$338K Buy
1,469
+5
+0.3% +$1.15K 0.08% 192
2025
Q4 		$322K Buy
1,464
+4
+0.3% +$853 0.08% 186
2025
Q3 		$321K Sell
1,460
-1
-0.1% -$225 0.08% 187
2025
Q2 		$334K Buy
1,461
+4
+0.3% +$928 0.09% 174
2025
Q1 		$337K Buy
1,457
+4
+0.3% +$886 0.1% 167
2024
Q4 		$293K Buy
1,453
+9
+0.6% +$1.93K 0.09% 174
2024
Q3 		$300K Sell
1,444
-9
-0.6% -$1.88K 0.09% 164
2024
Q2 		$304K Buy
1,453
+12
+0.8% +$2.49K 0.1% 159
2024
Q1 		$307K Sell
1,441
-82
-5% -$16.1K 0.11% 158
2023
Q4 		$273K Buy
1,523
+105
+7% +$17.6K 0.11% 157
2023
Q3 		$216K Buy
1,418
+5
+0.4% +$809 0.1% 172
2023
Q2 		$245K Buy
+1,413
New +$234K 0.11% 156

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CF
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Handelsbanken Fonder
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PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
NIM
Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return