WM — WASTE MGMT INC DEL

Ownership history in CIC Wealth, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which CIC Wealth, LLC 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
2.19% (2022 Q4)
Avg. % of fund
1.95%
First filed
2022 Q4
Last filed
2024 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 32,488 +372 +1.2% 1.74% $6.7M $203.06
2024 Q2 REDUCED 32,116 -237 -0.7% 1.89% $6.9M $207.92
2024 Q1 REDUCED 32,353 -510 -1.6% 2.01% $6.9M $206.97
2023 Q4 REDUCED 32,863 -647 -1.9% 1.87% $5.9M $173.29
4 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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