Number of Shares
148,149.00
Current Holdings Value*
$34.30 Mil
% of Portfolio
2.86%
Total Estimate Gain
$20.14 Mil
% of Total Estimate Gain
122.18%

Stack Financial Management, Inc's Waste Management Inc Holding Summary

As of 2025-03-31, Stack Financial Management, Inc held 148,149.00 shares of Waste Management Inc(WM), totaling $34.30 Mil. This investment constitutes 2.86% of their stock portfolio, and Stack Financial Management, Inc now holds 0.04% of the outstanding Waste Management Inc(WM) stock.

The initial trade took place in 2020Q2. And since then Stack Financial Management, Inc has made 8 purchases of WM, at an average price of $103.51, for a total of 159,240.00 shares. In addition, there have been 12 sales at an average price of $166.79 for 11,091.00 shares. Based on historical transaction data and WM's current price of $234.71, Stack Financial Management, Inc's estimated gain on his WM holdings is $20.14 Mil, reflecting a 122.18% gain to date.

Stack Financial Management, Inc WM ($234.71) Holding Chart

Stack Financial Management, Inc WM ($234.71) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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