WM WASTE MGMT INC DEL

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

AI Ownership Summary

Brown Shipley& Co Ltd reported WASTE MGMT INC DEL (WM) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.92% in 2025 Q1. The latest visible filing shows WM at 1.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Brown Shipley& Co Ltd's position in WASTE MGMT INC DEL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WM was reported at 1.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.92% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Brown Shipley& Co Ltd held WM — position size vs. price
% of Fund (quarterly)    WM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 13,100 -713 -5.2% 1.54% $2.9M 2026-02-14 (Est.) $233.59
2025 Q3 REDUCED 13,813 -295 -2.1% 1.61% $3.1M 2025-10-20 $213.72
2025 Q2 REDUCED 14,108 -555 -3.8% 1.78% $3.2M 2025-07-18 $224.70
2025 Q1 REDUCED 14,663 -792 -5.1% 1.92% $3.4M 2025-05-14 $219.15
2024 Q4 REDUCED 15,455 -908 -5.5% 1.55% $3.1M 2025-02-18 $224.11
2024 Q3 REDUCED 16,363 -1,002 -5.8% 1.67% $3.4M 2024-11-14 $216.87
2024 Q2 REDUCED 17,365 -2,006 -10.4% 1.67% $3.7M 2024-08-19 $201.35
2024 Q1 REDUCED 19,371 -845 -4.2% 1.46% $4.5M 2024-05-14 $203.78
2023 Q4 ADDED 20,216 +880 +4.6% 1.79% $3.6M 2024-03-07 $200.54
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Brown Shipley& Co Ltd and WM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Brown Shipley& Co Ltd reported owning WM?

Brown Shipley& Co Ltd reported WM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WM position in Brown Shipley& Co Ltd's portfolio?

The largest reported portfolio weight for WM was 1.92% in 2025 Q1.

What is the latest reported WM position on this page?

The most recent filing on this page is 2025 Q4, when Brown Shipley& Co Ltd reported 13,100 shares, equal to 1.54% of portfolio, with an estimated market value of $2.9M.

What does the chart on this WM ownership page compare?

The chart compares Brown Shipley& Co Ltd's quarterly WM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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