WM Waste Management, Inc.

Ownership history in FOSTER DYKEMA CABOT & PARTNERS, LLC  ·  9 quarters on record

AI Ownership Summary

FOSTER DYKEMA CABOT & PARTNERS, LLC reported Waste Management, Inc. (WM) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.37% in 2024 Q1. The latest visible filing shows WM at 1.74% 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.

What this WM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FOSTER DYKEMA CABOT & PARTNERS, LLC's position in Waste Management, Inc., 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 1.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.37% 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.

How FOSTER DYKEMA CABOT & PARTNERS, 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 128,686 +7,723 +6.4% 1.74% $28.3M 2026-02-14 (Est.) $233.59
2025 Q3 REDUCED 120,963 -71 -0.1% 1.75% $26.7M 2025-11-12 $202.21
2025 Q2 REDUCED 121,034 -1,470 -1.2% 1.95% $27.7M 2025-08-12 $230.30
2025 Q1 ADDED 122,504 +306 +0.3% 2.28% $28.4M 2025-05-09 $229.28
2024 Q4 ADDED 122,198 +1,854 +1.5% 1.92% $24.7M 2025-02-13 $223.37
2024 Q3 REDUCED 120,344 -695 -0.6% 2.10% $25.0M 2024-11-12 $219.87
2024 Q2 ADDED 121,039 +1,779 +1.5% 2.31% $25.8M 2024-08-14 $201.11
2024 Q1 ADDED 119,260 +3,100 +2.7% 2.37% $25.4M 2024-05-10 $205.36
2023 Q4 INITIATED 116,160 2.20% $20.8M 2024-02-14 $192.70

FAQ About FOSTER DYKEMA CABOT & PARTNERS, 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 FOSTER DYKEMA CABOT & PARTNERS, LLC reported owning WM?

FOSTER DYKEMA CABOT & PARTNERS, LLC reported WM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WM position in FOSTER DYKEMA CABOT & PARTNERS, LLC's portfolio?

The largest reported portfolio weight for WM was 2.37% in 2024 Q1.

What is the latest reported WM position on this page?

The most recent filing on this page is 2025 Q4, when FOSTER DYKEMA CABOT & PARTNERS, LLC reported 128,686 shares, equal to 1.74% of portfolio, with an estimated market value of $28.3M.

What does the chart on this WM ownership page compare?

The chart compares FOSTER DYKEMA CABOT & PARTNERS, 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.

← Back to FOSTER DYKEMA CABOT & PARTNERS, LLC Holdings