WM — WASTE MANAGEMENT INC

Name: WM Ownership History — Halpern Financial, Inc.
Creator: 13Foresight
License: https://creativecommons.org/licenses/by/4.0/

Ownership history in Halpern Financial, Inc. · 1 quarter on record

This page tracks every 13F SEC filing in which Halpern Financial, Inc. reported a position in WASTE MANAGEMENT INC (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.

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2024 Q2	INITIATED	43	—	—	0.00%	$9K	—

% 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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