Whalen Wealth Management’s Waste Management WM Stock Holding History

Whalen Wealth Management’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	-8,602	Closed	-$1.9M	–	248
2025 Q3	$1.9M	Buy	+8,602	New	+$1.94M	1.11%	22

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 $31.7B AUM 20.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Whalen Wealth Management's WM Position: Q4 2025 in Review

Whalen Wealth Management sold out of Waste Management (WM) in Q4 2025, closing a stake of 8,602 shares — an estimated $1.9M sold.

Whalen Wealth Management first reported a position in WM in Q3 2025 and held it in 1 quarter. The position peaked at $1.9M in Q3 2025. 2,316 funds tracked by Wall St. Rank hold WM as of Q4 2025.

Whalen Wealth Management reported no remaining Waste Management position as of Q4 2025 after selling out during the quarter.
Whalen Wealth Management sold 8,602 Waste Management shares in Q4 2025, an estimated $1.9M.
Whalen Wealth Management first reported a position in Waste Management in Q3 2025 and held it in 1 quarter.
Whalen Wealth Management's Waste Management position peaked at $1.9M in Q3 2025.
2,316 funds tracked by Wall St. Rank held Waste Management as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.