WM WASTE MGMT INC DEL

Ownership history in Galvin, Gaustad & Stein, LLC  ·  21 quarters on record

AI Ownership Summary

Galvin, Gaustad & Stein, LLC reported WASTE MGMT INC DEL (WM) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.3% in 2024 Q1. The latest visible filing shows WM at 1.45% 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 Galvin, Gaustad & Stein, 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 1.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.3% 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 Galvin, Gaustad & Stein, LLC held WM — position size vs. price
% of Fund (quarterly)    WM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 84,701 -202 -0.2% 1.45% $18.6M 2026-02-14 (Est.) $233.59
2025 Q3 ADDED 84,903 +2,090 +2.5% 1.52% $18.7M 2025-10-22 $214.77
2025 Q2 REDUCED 82,813 -279 -0.3% 1.63% $18.9M 2025-07-24 $227.96
2025 Q1 REDUCED 83,092 -1,180 -1.4% 1.72% $19.2M 2025-05-07 $231.99
2024 Q4 REDUCED 84,272 -8,844 -9.5% 1.52% $17.0M 2025-01-17 $207.78
2024 Q3 REDUCED 93,116 -1,392 -1.5% 1.72% $19.3M 2024-11-01 $209.31
2024 Q2 REDUCED 94,508 -22,882 -19.5% 1.88% $20.2M 2024-07-17 $217.65
2024 Q1 REDUCED 117,390 -7,579 -6.1% 2.30% $25.0M 2024-04-15 $199.41
2023 Q4 REDUCED 124,969 -3,916 -3.0% 2.09% $22.4M 2024-01-11 $173.41
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Galvin, Gaustad & Stein, 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 Galvin, Gaustad & Stein, LLC reported owning WM?

Galvin, Gaustad & Stein, LLC reported WM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WM position in Galvin, Gaustad & Stein, LLC's portfolio?

The largest reported portfolio weight for WM was 2.30% in 2024 Q1.

What is the latest reported WM position on this page?

The most recent filing on this page is 2025 Q4, when Galvin, Gaustad & Stein, LLC reported 84,701 shares, equal to 1.45% of portfolio, with an estimated market value of $18.6M.

What does the chart on this WM ownership page compare?

The chart compares Galvin, Gaustad & Stein, 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.

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