WM WASTE MGMT INC DEL

Ownership history in Brown Shipley& Co Ltd  ·  12 quarters on record

This page tracks every 13F SEC filing in which Brown Shipley& Co Ltd reported a position in WASTE MGMT INC DEL (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
4.5% (2023 Q2)
Avg. % of fund
1.9%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 13,100 -713 -5.2% 1.54% $2.9M $218.84
2025 Q3 REDUCED 13,813 -295 -2.1% 1.61% $3.1M $219.11
2025 Q2 REDUCED 14,108 -555 -3.8% 1.78% $3.2M $226.19
2025 Q1 REDUCED 14,663 -792 -5.1% 1.92% $3.4M $228.05
2024 Q4 REDUCED 15,455 -908 -5.5% 1.55% $3.1M $198.04
2024 Q3 REDUCED 16,363 -1,002 -5.8% 1.67% $3.4M $203.06
2024 Q2 REDUCED 17,365 -2,006 -10.4% 1.67% $3.7M $207.92
2024 Q1 REDUCED 19,371 -845 -4.2% 1.46% $4.5M $206.97
2023 Q4 ADDED 20,216 +880 +4.6% 1.79% $3.6M $173.29
2023 Q3 REDUCED 19,336 -19,746 -50.5% 1.62% $2.9M $146.89
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WM price (monthly, adj. close)
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