WM — WASTE MGMT INC DEL COM

Ownership history in Stack Financial Management, Inc  ·  52 quarters on record

This page tracks every 13F SEC filing in which Stack Financial Management, Inc reported a position in WASTE MGMT INC DEL COM (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
3.04% (2023 Q4)
Avg. % of fund
2.22%
First filed
2004 Q4
Last filed
2025 Q4
Quarters held
52
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 145,802 +161 +0.1% 2.44% $32.0M $218.84
2025 Q3 REDUCED 145,641 -876 -0.6% 2.67% $32.2M $219.11
2025 Q2 REDUCED 146,517 -1,632 -1.1% 2.96% $33.5M $226.19
2025 Q1 REDUCED 148,149 -327 -0.2% 2.86% $34.3M $228.05
48 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%
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