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Wood Tarver Financial Group’s Waste Management WM Stock Holding History

Wood Tarver Financial 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
2025
Q3 		– Sell
-500
Closed -$114K – 652
2025
Q2 		$114K Hold
500
– – 0.03% 199
2025
Q1 		$116K Hold
500
– – 0.04% 174
2024
Q4 		$100K Buy
+500
New +$107K 0.03% 196

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wood Tarver Financial Group's WM Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Waste Management (WM) in Q3 2025, closing a stake of 500 shares — an estimated $114K sold.

Wood Tarver Financial Group first reported a position in WM in Q4 2024 and held it in 3 quarters. The position peaked at $116K in Q1 2025. 2,180 funds tracked by Wall St. Rank hold WM as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Waste Management position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 500 Waste Management shares in Q3 2025, an estimated $114K.
  • Wood Tarver Financial Group first reported a position in Waste Management in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Waste Management position peaked at $116K in Q1 2025.
  • 2,180 funds tracked by Wall St. Rank held Waste Management as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.