Position in WM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,150,506
+$48,664 QoQ
Shares Held
5,162
+7.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,116
of 2,337 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WM Over Time
Shares Held
Position Value (USD)
Position in Waste Management
Industrials · as of Jun 30, 2026Capital Analysts, LLC holds $1,168,439 across 4 Waste Management names. WM ranks #1 (98.5% of the industry book) .
All Filings in WM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,150,506 | 5,162 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $1,101,842 | 4,795 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,054,388 | 4,799 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $1,123,803 | 5,089 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $937,247 | 4,101 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $892,470 | 3,855 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $783,146 | 3,881 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $814,622 | 3,924 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $517,135 | 2,424 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $537,777 | 2,523 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $7,021,793 | 39,206 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $5,893,025 | 38,658 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $6,821,128 | 39,333 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $6,497,102 | 39,818 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $6,038,624 | 38,492 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $6,056,097 | 37,801 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,665,461 | 37,034 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $5,782,872 | 36,485 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $6,080,333 | 36,431 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $5,577,848 | 37,345 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $5,355,003 | 38,220 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $5,045,713 | 39,108 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,419,780 | 37,478 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,365,080 | 38,571 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,197,319 | 39,631 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $3,708,601 | 40,067 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||