WFA of San Diego’s Waste Management WM Stock Holding History

WFA of San Diego’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	-30	Closed	-$6.63K	–	422
2025 Q3	$6.63K	Hold	30	–	–	﹤0.01%	343
2025 Q2	$6.87K	Buy	+30	New	+$6.96K	0.01%	343
2024 Q3	$6.23K	Hold	30	–	–	0.01%	313
2024 Q2	$6.4K	Buy	+30	New	+$6.24K	0.01%	306
2023 Q3	$4.57K	Hold	30	–	–	﹤0.01%	314
2023 Q2	$5.2K	Buy	+30	New	+$4.96K	0.01%	309
2023 Q1	–	Sell	-30	Closed	-$4.71K	–	437
2022 Q4	$4.71K	Buy	+30	New	+$4.83K	﹤0.01%	411
2022 Q3	–	Sell	-30	Closed	-$5K	–	403
2022 Q2	$5K	Buy	+30	New	+$4.7K	﹤0.01%	327

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WFA of San Diego's WM Position: Q4 2025 in Review

WFA of San Diego sold out of Waste Management (WM) in Q4 2025, closing a stake of 30 shares — an estimated $6.63K sold.

WFA of San Diego first reported a position in WM in Q2 2022 and held it in 8 quarters. The position peaked at $6.87K in Q2 2025. 2,323 funds tracked by Wall St. Rank hold WM as of Q4 2025.

WFA of San Diego reported no remaining Waste Management position as of Q4 2025 after selling out during the quarter.
WFA of San Diego sold 30 Waste Management shares in Q4 2025, an estimated $6.63K.
WFA of San Diego first reported a position in Waste Management in Q2 2022 and held it in 8 quarters.
WFA of San Diego's Waste Management position peaked at $6.87K in Q2 2025.
2,323 funds tracked by Wall St. Rank held Waste Management as of Q4 2025.

Based on WFA of San Diego's 13F filing for Q4 2025, filed 17 Feb 2026.