WM — WASTE MGMT INC DEL

Ownership history in WT Wealth Management  ·  16 quarters on record

This page tracks every 13F SEC filing in which WT Wealth Management 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
0.81% (2024 Q3)
Avg. % of fund
0.66%
First filed
2021 Q2
Last filed
2025 Q3
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 11,224 +1,089 +10.7% 0.71% $2.5M $219.11
2025 Q2 ADDED 10,135 +1,171 +13.1% 0.69% $2.3M $226.19
2025 Q1 REDUCED 8,964 -2,450 -21.5% 0.67% $2.1M $228.05
2024 Q4 ADDED 11,414 +795 +7.5% 0.72% $2.3M $198.04
12 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 WT Wealth Management Holdings