WM WASTE MGMT INC DEL

Ownership history in WESPAC Advisors, LLC  ·  32 quarters on record

This page tracks every 13F SEC filing in which WESPAC 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
1.62% (2015 Q1)
Avg. % of fund
0.4%
First filed
2014 Q4
Last filed
2025 Q3
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,531 -34 -2.2% 0.20% $338K $219.11
2025 Q2 ADDED 1,565 +1 +0.1% 0.25% $358K $226.19
2025 Q1 REDUCED 1,564 -198 -11.2% 0.30% $362K $228.05
2024 Q4 ADDED 1,762 +1 +0.1% 0.26% $356K $198.04
2024 Q3 ADDED 1,761 +1 +0.1% 0.27% $366K $203.06
2024 Q2 REDUCED 1,760 -19 -1.1% 0.29% $376K $207.92
2024 Q1 REDUCED 1,779 -114 -6.0% 0.22% $379K $206.97
2023 Q4 ADDED 1,893 +1 +0.1% 0.24% $339K $173.29
2023 Q3 REDUCED 1,892 -25 -1.3% 0.22% $288K $146.89
2023 Q2 REDUCED 1,917 -33 -1.7% 0.27% $332K $166.35
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WM price (monthly, adj. close)
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