WM WASTE MANAGEMENT

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

AI Ownership Summary

RBO & CO LLC reported WASTE MANAGEMENT (WM) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.09% in 2025 Q4. The latest visible filing shows WM at 2.09% 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 RBO & CO LLC's position in WASTE MANAGEMENT, 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 2.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.09% in 2025 Q4

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 RBO & CO 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 ADDED 59,847 +2,062 +3.6% 2.09% $13.1M 2026-02-14 (Est.) $233.59
2025 Q3 ADDED 57,785 +2,054 +3.7% 2.00% $12.8M 2025-11-12 $202.21
2025 Q2 ADDED 55,731 +260 +0.5% 2.04% $12.8M 2025-08-12 $230.30
2025 Q1 ADDED 55,471 +264 +0.5% 2.05% $12.8M 2025-05-14 $219.15
2024 Q4 ADDED 55,207 +526 +1.0% 1.82% $11.1M 2025-02-14 $223.50
2024 Q3 ADDED 54,681 +51,681 +1722.7% 1.79% $11.4M 2024-11-13 $220.75
2024 Q2 UNCHANGED 3,000 0% 0.11% $640K 2024-08-12 $197.95
2024 Q1 UNCHANGED 3,000 0% 0.11% $639K 2024-05-14 $203.78
2023 Q4 UNCHANGED 3,000 0% 0.09% $537K 2024-02-13 $193.02
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About RBO & CO 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 RBO & CO LLC reported owning WM?

RBO & CO LLC reported WM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WM position in RBO & CO LLC's portfolio?

The largest reported portfolio weight for WM was 2.09% in 2025 Q4.

What is the latest reported WM position on this page?

The most recent filing on this page is 2025 Q4, when RBO & CO LLC reported 59,847 shares, equal to 2.09% of portfolio, with an estimated market value of $13.1M.

What does the chart on this WM ownership page compare?

The chart compares RBO & CO 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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