WM — WASTE MGMT INC

Ownership history in Baker Chad R  ·  41 quarters on record

This page tracks every 13F SEC filing in which Baker Chad R reported a position in WASTE MGMT INC (WM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.03% (2025 Q1)
Avg. % of fund
3.08%
First filed
2015 Q4
Last filed
2025 Q4
Quarters held
41
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 79,515 — 0% 3.17% $17.7M $218.84
2025 Q3 REDUCED 79,515 -6,000 -7.0% 3.02% $17.6M $219.11
2025 Q2 UNCHANGED 85,515 — 0% 3.64% $19.6M $226.19
2025 Q1 REDUCED 85,515 -15 -0.0% 4.03% $19.8M $228.05
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WM price (monthly, adj. close)

Other funds also holding WM

As of 2025 Q4 — sorted by position size

Morgan Stanley Institutional Investment Advisors LLC 35.67% TLW Wealth Management, LLC 3Y 7Y 6.74% ECOFI INVESTISSEMENTS SA 6.22% Chapman Investment Management, LLC 3Y 4.51% Terra Alpha Investments LLC 4.51% Palmer Knight Co 3Y 7Y 4.39% Atwater Malick LLC 3Y 7Y 4.24% Sustainable Growth Advisers, LP 3Y 7Y 4.22% Westchester Capital Management, Inc. 3Y 7Y 4.11% YCG, LLC 3Y 7Y 4.07%
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