STERLING INVESTMENT MANAGEMENT, LLC WM — WASTE MGMT INC DEL COM

Ownership history in STERLING INVESTMENT MANAGEMENT, LLC  ·  32 quarters on record

AI Ownership Summary

STERLING INVESTMENT MANAGEMENT, LLC reported WASTE MGMT INC DEL COM (WM) in 32 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.03% in 2026 Q1. The latest visible filing shows WM at 2.03% 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 STERLING INVESTMENT MANAGEMENT, LLC's position in WASTE MGMT INC DEL COM, 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
2026 Q1

WM was reported at 2.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.03% in 2026 Q1

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 2026 Q1

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.

WM stock page STERLING INVESTMENT MANAGEMENT, LLC fund profile STERLING INVESTMENT MANAGEMENT, LLC full holdings
How STERLING INVESTMENT MANAGEMENT, LLC held WM — position size vs. price
% of Fund (quarterly)    WM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 14,764 +8,290 +128.1% 2.03% $3.4M 2026-05-04 $226.87
2025 Q4 REDUCED — — — 6,474 -16 -0.2% 0.81% $1.4M 2026-02-03 $223.23
2025 Q3 ADDED — — — 6,490 +137 +2.2% 0.86% $1.4M 2025-10-20 $212.80
2025 Q2 REDUCED — — — 6,353 -25 -0.4% 0.96% $1.5M 2025-07-30 $228.84
2025 Q1 REDUCED — — — 6,378 -171 -2.6% 1.05% $1.5M 2025-04-15 $227.04
2024 Q4 REDUCED — — — 6,549 -76 -1.1% 1.04% $1.3M 2025-01-17 $206.88
2024 Q3 REDUCED 5.5% -2.2% ✅ 6,625 -389 -5.5% 1.04% $1.4M 2024-10-21 $206.30
2024 Q2 REDUCED 8.4% -2.3% ✅ 7,014 -641 -8.4% 1.14% $1.5M 2024-07-26 $191.13
2024 Q1 REDUCED — — — 7,655 -103 -1.3% 1.15% $1.6M 2024-04-22 $200.64
2023 Q4 REDUCED — — — 7,758 -143 -1.8% 1.02% $1.4M 2024-01-18 $176.79
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WM

As of 2026 Q1 — sorted by position size

Morgan Stanley Institutional Investment Advisors LLC 32.77% GATES FOUNDATION TRUST 3Y 7Y 20.06% TLW Wealth Management, LLC 3Y 7Y 7.31% ECOFI INVESTISSEMENTS SA 6.23% 4D Advisors, LLC 5.83% Chapman Investment Management, LLC 3Y 5.36% Shelter Rock Management, LLC 4.97% PICTET BANK & TRUST Ltd 3Y 7Y 4.8% YCG, LLC 3Y 7Y 4.59% Sustainable Growth Advisers, LP 3Y 7Y 4.37%

FAQ About STERLING INVESTMENT MANAGEMENT, 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 STERLING INVESTMENT MANAGEMENT, LLC reported owning WM?

STERLING INVESTMENT MANAGEMENT, LLC reported WM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WM position in STERLING INVESTMENT MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for WM was 2.03% in 2026 Q1.

What is the latest reported WM position on this page?

The most recent filing on this page is 2026 Q1, when STERLING INVESTMENT MANAGEMENT, LLC reported 14,764 shares, equal to 2.03% of portfolio, with an estimated market value of $3.4M.

What does the chart on this WM ownership page compare?

The chart compares STERLING INVESTMENT MANAGEMENT, 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.

How well did STERLING INVESTMENT MANAGEMENT, LLC time their WM position?

Based on 13F filing dates vs. subsequent WM price moves, STERLING INVESTMENT MANAGEMENT, LLC correctly timed 12 out of 31 reported position changes (39%). The annualised alpha on WM relative to SPY over the holding period was -2.3%.

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