WM WASTE MANAGEMENT

Ownership history in RBO & CO LLC  ·  22 quarters on record

This page tracks every 13F SEC filing in which RBO & CO LLC reported a position in WASTE MANAGEMENT (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
2.09% (2025 Q4)
Avg. % of fund
0.6%
First filed
2020 Q3
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 59,847 +2,062 +3.6% 2.09% $13.1M $218.84
2025 Q3 ADDED 57,785 +2,054 +3.7% 2.00% $12.8M $219.11
2025 Q2 ADDED 55,731 +260 +0.5% 2.04% $12.8M $226.19
2025 Q1 ADDED 55,471 +264 +0.5% 2.05% $12.8M $228.05
2024 Q4 ADDED 55,207 +526 +1.0% 1.82% $11.1M $198.04
2024 Q3 ADDED 54,681 +51,681 +1722.7% 1.79% $11.4M $203.06
2024 Q2 UNCHANGED 3,000 0% 0.11% $640K $207.92
2024 Q1 UNCHANGED 3,000 0% 0.11% $639K $206.97
2023 Q4 UNCHANGED 3,000 0% 0.09% $537K $173.29
2023 Q3 UNCHANGED 3,000 0% 0.08% $457K $146.89
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WM price (monthly, adj. close)
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