Position in WM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,028,145
-$120,345 QoQ
Shares Held
4,613
-7.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,162
of 2,337 holders
Holding Since
Dec 2022
15 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, 2026Crestwood Advisors Group, LLC holds $1,730,735 across 3 Waste Management names. WM ranks #1 (59.4% of the industry book) .
All Filings in WM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,028,145 | 4,613 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,148,490 | 4,998 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,275,855 | 5,807 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,395,645 | 6,320 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,621,876 | 7,088 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,458,744 | 6,301 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $415,687 | 2,060 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $436,582 | 2,103 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $443,107 | 2,077 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $500,902 | 2,350 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $367,155 | 2,050 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $289,331 | 1,898 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $277,645 | 1,601 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $214,731 | 1,316 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $233,751 | 1,490 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||