Position in WM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,262,169
-$40,280 QoQ
Shares Held
5,663
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,075
of 2,337 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WM Over Time
Shares Held
Position Value (USD)
Position in Waste Management
Industrials · as of Jun 30, 2026OKABENA INVESTMENT SERVICES INC holds $1,262,169 across 1 Waste Management name. WM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WM |
Waste Management Inc
This page
|
5,663 | $1,262,169 |
All Filings in WM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,262,169 | 5,663 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,302,449 | 5,668 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,248,392 | 5,682 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,254,756 | 5,682 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,299,011 | 5,677 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,314,282 | 5,677 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,081,190 | 5,358 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,112,320 | 5,358 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,072,673 | 5,028 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,071,718 | 5,028 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $902,664 | 5,040 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $426,526 | 2,614 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $430,164 | 2,742 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $785,029 | 4,900 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $349,712 | 2,286 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $362,331 | 2,286 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $381,533 | 2,286 | Shares | Sole | 2022-03-25 | |
| 2021-09-30 | $341,436 | 2,286 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $320,291 | 2,286 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||