GRIMES & Co WEALTH MANAGEMENT, LLC
Position in WM — Waste Management Inc
CIK 1321993
WESTBOROUGH, MA
Position in WM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$252,967
+$1,577 QoQ
Shares Held
1,135
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,882
of 2,337 holders
Holding Since
Sep 2024
5 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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $572,968 across 2 Waste Management names. WM ranks #2 (44.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWST |
Casella Waste Systems Inc
|
3,300 | $320,001 | |
| 2 | WM |
Waste Management Inc
This page
|
1,135 | $252,967 |
All Filings in WM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,967 | 1,135 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $251,390 | 1,094 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $231,134 | 1,052 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $238,716 | 1,081 | Shares | Sole | 2025-10-27 | |
| 2024-09-30 | $213,620 | 1,029 | Shares | Sole | 2024-10-22 | |
| No filing history on record for this holder in this stock. | ||||||