EP Wealth Advisors, LLC

Position in WM — Waste Management Inc

CIK 1540569 TORRANCE, CA

Position in WM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$60,404,046

+$3,181,741 QoQ

Shares Held

271,016

+8.8% QoQ

Ownership

0.068%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#141

of 2,337 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Industrials · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $79,305,456 across 4 Waste Management names. WM ranks #1 (76.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WM	Waste Management Inc This page	271,016	$60,404,046
2	RSG	Republic Services, Inc.	81,132	$17,287,606
3	WCN	Waste Connections, Inc.	5,674	$945,799
4	CLH	Clean Harbors Inc	2,236	$668,005

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$60,404,046	271,016	+8.8%	Shares	Sole	2026-08-12
2026-03-31	$57,222,305	249,020	+1.2%	Shares	Sole	2026-05-14
2025-12-31	$54,037,454	245,949	+66.7%	Shares	Sole	2026-02-18
2025-06-30	$33,756,441	147,524	+11.3%	Shares	Sole	2025-08-14
2025-03-31	$30,694,290	132,583	+668.3%	Shares	Sole	2025-05-15
2024-12-31	$3,482,088	17,256	+4.8%	Shares	Sole	2025-02-14
2024-09-30	$3,419,172	16,470	+19.6%	Shares	Sole	2024-11-15
2024-06-30	$2,936,838	13,766	+50.6%	Shares	Sole	2024-08-19
2024-03-31	$1,947,764	9,138	+3.0%	Shares	Sole	2024-05-14
2023-12-31	$1,589,333	8,874	-3.3%	Shares	Sole	2024-02-28
2023-09-30	$1,399,246	9,179	-27.3%	Shares	Sole	2023-11-24
2023-06-30	$2,189,254	12,624	-88.7%	Shares	Sole	2023-08-14
2023-03-31	$18,305,226	112,185	+1048.6%	Shares	Sole	2023-06-05
2022-12-31	$1,532,246	9,767	-11.9%	Shares	Sole	2023-06-12
2022-09-30	$1,776,248	11,087	+83.7%	Shares	Sole	2022-12-02
2022-06-30	$923,540	6,037	+55.1%	Shares	Sole	2022-08-11
2022-03-31	$616,882	3,892	-13.7%	Shares	Sole	2022-05-20
2021-12-31	$752,719	4,510	-10.8%	Shares	Sole	2022-02-17
2021-09-30	$755,014	5,055	-41.6%	Shares	Sole	2021-11-23
2021-06-30	$1,213,632	8,662	+122.4%	Shares	Sole	2021-08-24
2021-03-31	$502,532	3,895	-20.2%	Shares	Sole	2021-05-17
2020-12-31	$575,734	4,882	+56.4%	Shares	Sole	2021-02-18
2020-09-30	$353,316	3,122	—	Shares	Sole	2020-11-17
2020-06-30	$579,000	0	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.