WM — WASTE MGMT INC DEL

Ownership history in SL ADVISORS, LLC  ·  39 quarters on record

This page tracks every 13F SEC filing in which SL ADVISORS, LLC reported a position in WASTE MGMT INC DEL (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
2.31% (2020 Q3)
Avg. % of fund
1.41%
First filed
2016 Q2
Last filed
2025 Q4
Quarters held
39
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,836 +11 +0.4% 1.28% $623K $218.84
2025 Q3 REDUCED 2,825 -191 -6.3% 1.23% $624K $219.11
2025 Q2 REDUCED 3,016 -4,702 -60.9% 1.24% $690K $226.19
2025 Q1 ADDED 7,718 +4,593 +147.0% 2.31% $1.3M $228.05
35 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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%
← Back to SL ADVISORS, LLC Holdings