Buck Wealth Strategies, LLC WM — WASTE MGMT INC DEL

Ownership history in Buck Wealth Strategies, LLC  ·  10 quarters on record

AI Ownership Summary

Buck Wealth Strategies, LLC reported WASTE MGMT INC DEL (WM) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.19% in 2024 Q1. The latest visible filing shows WM at 1.56% 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 Buck Wealth Strategies, LLC'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 1.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.19% in 2024 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.

WM stock page Buck Wealth Strategies, LLC fund profile Buck Wealth Strategies, LLC full holdings
How Buck Wealth Strategies, LLC held WM — position size vs. price
% of Fund (quarterly)    WM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 55,936 +6,952 +14.2% 1.56% $12.3M 2026-02-14 (Est.) $233.59
2025 Q3 ADDED — — — 48,984 +1,160 +2.4% 1.48% $10.8M 2025-11-04 $199.12
2025 Q2 ADDED — — — 47,824 +3,955 +9.0% 1.67% $10.9M 2025-08-04 $227.89
2025 Q1 REDUCED — — — 43,869 -472 -1.1% 1.85% $10.2M 2025-04-22 $226.53
2024 Q4 ADDED — — — 44,341 +3,501 +8.6% 1.86% $8.9M 2025-01-27 $209.66
2024 Q3 REDUCED 12.9% -2.2% ✅ 40,840 -6,050 -12.9% 2.67% $8.5M 2024-11-05 $211.16
2024 Q2 ADDED — — — 46,890 +3,382 +7.8% 2.95% $10.0M 2024-08-15 $201.66
2024 Q1 ADDED — — — 43,508 +75 +0.2% 3.19% $9.3M 2024-05-03 $201.85
2023 Q4 ADDED — — — 43,433 +9,345 +27.4% 2.88% $7.8M 2024-01-23 $179.52
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WM

As of 2026 Q1 — sorted by position size

TLW Wealth Management, LLC 3Y 7Y 7.31% Shelter Rock Management, LLC 4.97% PICTET BANK & TRUST Ltd 3Y 7Y 4.8% Atwater Malick LLC 3Y 7Y 4.36% JERICHO FINANCIAL, LLP 3.45% Sitrin Capital Management LLC 3Y 7Y 3.21% First Fiduciary Investment Counsel, Inc. 3Y 7Y 3.1% Baker Chad R 3Y 7Y 3.1% DLK Investment Management, LLC 3.03% Purus Wealth Management, LLC 3Y 2.98%

FAQ About Buck Wealth Strategies, LLC and WM

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

How long has Buck Wealth Strategies, LLC reported owning WM?

Buck Wealth Strategies, LLC reported WM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WM position in Buck Wealth Strategies, LLC's portfolio?

The largest reported portfolio weight for WM was 3.19% in 2024 Q1.

What is the latest reported WM position on this page?

The most recent filing on this page is 2025 Q4, when Buck Wealth Strategies, LLC reported 55,936 shares, equal to 1.56% of portfolio, with an estimated market value of $12.3M.

What does the chart on this WM ownership page compare?

The chart compares Buck Wealth Strategies, LLC'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.

How well did Buck Wealth Strategies, LLC time their WM position?

Based on 13F filing dates vs. subsequent WM price moves, Buck Wealth Strategies, LLC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on WM relative to SPY over the holding period was -5.0%.

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