XF
WM icon

XML Financial’s Waste Management WM Stock Holding History

XML Financial’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 		$920K Buy
4,002
+118
+3% +$27.1K 0.07% 188
2025
Q4 		$853K Sell
3,884
-954
-20% -$203K 0.07% 195
2025
Q3 		$1.07M Buy
4,838
+3
+0.1% +$676 0.09% 175
2025
Q2 		$1.11M Sell
4,835
-193
-4% -$44.8K 0.1% 172
2025
Q1 		$1.16M Sell
5,028
-48
-0.9% -$10.6K 0.11% 157
2024
Q4 		$1.02M Buy
5,076
+239
+5% +$51.3K 0.09% 169
2024
Q3 		$1M Sell
4,837
-98
-2% -$20.4K 0.09% 177
2024
Q2 		$1.05M Buy
4,935
+165
+3% +$34.3K 0.11% 158
2024
Q1 		$1.02M Sell
4,770
-273
-5% -$53.6K 0.1% 165
2023
Q4 		$903K Buy
5,043
+499
+11% +$83.7K 0.1% 168
2023
Q3 		$693K Buy
4,544
+341
+8% +$55.2K 0.08% 178
2023
Q2 		$729K Buy
4,203
+203
+5% +$33.6K 0.08% 182
2023
Q1 		$653K Buy
4,000
+1
+0% +$153 0.08% 186
2022
Q4 		$627K Sell
3,999
-74
-2% -$11.9K 0.08% 191
2022
Q3 		$653K Buy
+4,073
New +$672K 0.09% 177
2022
Q2 		– Sell
-4,088
Closed -$648K – 339
2022
Q1 		$648K Sell
4,088
-507
-11% -$76.9K 0.08% 184
2021
Q4 		$767K Buy
4,595
+1
+0% +$161 0.09% 170
2021
Q3 		$686K Buy
+4,594
New +$687K 0.09% 173

Other funds holding WM

BlackRock
BlackRock New York $5.7T 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 $431B 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