WM — WASTE MGMT INCORPORATED DEL

Ownership history in CFM WEALTH PARTNERS LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which CFM WEALTH PARTNERS LLC reported a position in WASTE MGMT INCORPORATED 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
0.04% (2025 Q1)
Avg. % of fund
0.03%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 937 — 0% 0.03% $207K $219.11
2025 Q2 UNCHANGED 937 — 0% 0.03% $214K $226.19
2025 Q1 ADDED 937 +570 +155.3% 0.04% $217K $228.05
2020 Q2 REDUCED 367 -127 -25.7% 0.01% $38K $96.59
2020 Q1 ADDED 494 +95 +23.8% 0.02% $46K $84.00
2019 Q4 INITIATED 399 — — 0.02% $48K $102.95
% 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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