WM β€” WASTE MGMT INC DEL

Ownership history in Sloy Dahl & Holst, LLC  Β·  3 quarters on record

AI Ownership Summary

Sloy Dahl & Holst, LLC reported WASTE MGMT INC DEL (WM) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.04% in 2025 Q1. The latest visible filing shows WM at 0.02% 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.

What this WM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sloy Dahl & Holst, 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 Q3

WM was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

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 Sloy Dahl & Holst, LLC held WM β€” position size vs. price
% of Fund (quarterly)    WM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 910 β€” 0% 0.02% $201K 2025-10-14 $216.41
2025 Q2 UNCHANGED 910 β€” 0% 0.03% $208K 2025-07-30 $229.83
2025 Q1 INITIATED 910 β€” β€” 0.04% $211K 2025-05-12 $222.20

FAQ About Sloy Dahl & Holst, 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 Sloy Dahl & Holst, LLC reported owning WM?

Sloy Dahl & Holst, LLC reported WM across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported WM position in Sloy Dahl & Holst, LLC's portfolio?

The largest reported portfolio weight for WM was 0.04% in 2025 Q1.

What is the latest reported WM position on this page?

The most recent filing on this page is 2025 Q3, when Sloy Dahl & Holst, LLC reported 910 shares, equal to 0.02% of portfolio, with an estimated market value of $201K.

What does the chart on this WM ownership page compare?

The chart compares Sloy Dahl & Holst, 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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