WAG
WM icon

Winthrop Advisory Group’s Waste Management WM Stock Holding History

Winthrop Advisory Group’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
Q1 		$335K Sell
1,458
-20
-1% -$4.59K 0.03% 134
2025
Q4 		$319K Sell
1,478
-259
-15% -$55.2K 0.03% 134
2025
Q3 		$384K Buy
1,737
+264
+18% +$59.5K 0.03% 116
2025
Q2 		$337K Buy
1,473
+400
+37% +$92.8K 0.03% 127
2025
Q1 		$248K Sell
1,073
-600
-36% -$133K 0.03% 132
2024
Q4 		$338K Buy
1,673
+403
+32% +$86.6K 0.04% 112
2024
Q3 		$264K Buy
1,270
+2
+0.2% +$417 0.03% 120
2024
Q2 		$270K Sell
1,268
-7
-0.5% -$1.46K 0.04% 119
2024
Q1 		$272K Sell
1,275
-20
-2% -$3.93K 0.04% 124
2023
Q4 		$232K Buy
+1,295
New +$217K 0.04% 125
2023
Q3 		– Sell
-1,286
Closed -$223K – 134
2023
Q2 		$223K Sell
1,286
-66
-5% -$10.9K 0.04% 117
2023
Q1 		$221K Sell
1,352
-96
-7% -$14.7K 0.04% 113
2022
Q4 		$227K Buy
1,448
+3
+0.2% +$483 0.04% 112
2022
Q3 		$232K Buy
1,445
+3
+0.2% +$495 0.05% 97
2022
Q2 		$221K Buy
1,442
+3
+0.2% +$470 0.05% 106
2022
Q1 		$228K Buy
1,439
+36
+3% +$5.46K 0.05% 123
2021
Q4 		$234K Buy
1,403
+3
+0.2% +$482 0.05% 125
2021
Q3 		$209K Buy
+1,400
New +$210K 0.05% 132

Other funds holding WM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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