WM — WASTE MANAGEMENT INC DEL COM

Ownership history in Edge Wealth Management LLC  ·  38 quarters on record

This page tracks every 13F SEC filing in which Edge Wealth Management LLC reported a position in WASTE MANAGEMENT INC DEL COM (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
3.64% (2025 Q1)
Avg. % of fund
1.74%
First filed
2012 Q4
Last filed
2025 Q4
Quarters held
38
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 76,006 -697 -0.9% 2.95% $16.7M $218.84
2025 Q3 ADDED 76,703 +69 +0.1% 3.00% $16.9M $219.11
2025 Q2 REDUCED 76,634 -940 -1.2% 3.38% $17.5M $226.19
2025 Q1 ADDED 77,574 +587 +0.8% 3.64% $18.0M $228.05
34 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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