WT Wealth Management’s Waste Management WM Stock Holding History

WT 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
2026 Q1	$1.6M	Buy	+6,948	New	+$1.6M	0.47%	64
2025 Q4	–	Sell	-11,224	Closed	-$2.48M	–	148
2025 Q3	$2.48M	Buy	11,224 +1,089	+11%	+$245K	0.71%	45
2025 Q2	$2.32M	Buy	10,135 +1,171	+13%	+$272K	0.69%	45
2025 Q1	$2.08M	Sell	8,964 -2,450	-21%	-$543K	0.67%	42
2024 Q4	$2.3M	Buy	11,414 +579	+5%	+$124K	0.72%	42
2024 Q3	$2.31M	Buy	10,835 +495	+5%	+$103K	0.74%	44
2024 Q2	$2.21M	Sell	10,340 -279	-3%	-$58K	0.75%	41
2024 Q1	$2.26M	Sell	10,619 -228	-2%	-$44.8K	0.81%	39
2023 Q4	$1.94M	Buy	10,847 +2,808	+35%	+$471K	0.77%	42
2023 Q3	$1.23M	Buy	8,039 +355	+5%	+$57.4K	0.53%	54
2023 Q2	$1.33M	Sell	7,684 -769	-9%	-$127K	0.55%	51
2023 Q1	$1.38M	Sell	8,453 -398	-4%	-$61K	0.6%	46
2022 Q4	$1.39M	Sell	8,851 -141	-2%	-$22.7K	0.67%	43
2022 Q3	$1.44M	Sell	8,992 -305	-3%	-$50.3K	0.73%	37
2022 Q2	$1.42M	Sell	9,297 -1,375	-13%	-$215K	0.7%	41
2022 Q1	$1.69M	Buy	10,672 +254	+2%	+$38.5K	0.65%	51
2021 Q4	$1.74M	Buy	10,418 +186	+2%	+$29.9K	0.64%	52
2021 Q3	$1.53M	Buy	10,232 +2,173	+27%	+$325K	0.59%	55
2021 Q2	$1.13M	Buy	+8,059	New	+$1.11M	0.46%	71

Other funds holding WM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return