WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in WM — Waste Management Inc
CIK 1632972
PLYMOUTH, MN
Position in WM
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$111,958,743
-$62,347,306 QoQ
Shares Held
487,222
-38.6% QoQ
Ownership
0.121%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 2.029666087192107.ToString("F0")%
Shared 0.ToString("F0")%
None 97.97033391280789.ToString("F0")%
Common Shares in WM Over Time
Shares Held
Position Value (USD)
Derivatives in WM
reported options exposure · as of Sep 30, 2024CallValue
$0
CallShares
0
PutValue
$1,058,760
PutShares
5,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Waste Management
Industrials · as of Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $191,818,006 across 7 Waste Management names. WM ranks #1 (58.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WM |
Waste Management Inc
This page
|
487,222 | $111,958,743 | |
| 2 | RSG |
Republic Services, Inc.
|
333,470 | $73,036,599 | |
| 3 | CWST |
Casella Waste Systems Inc
|
40,527 | $3,215,412 | |
| 4 | WCN |
Waste Connections, Inc.
|
12,608 | $2,048,043 | |
| 5 | CLH |
Clean Harbors Inc
|
4,626 | $1,326,412 | |
| 6 | GFL |
GFL Environmental Inc.
|
5,580 | $232,797 | |
| 7 | NVRI |
Enviri Corp
|
15,299 | $0 |
All Filings in WM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $111,958,743 | 487,222 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $174,306,049 | 793,346 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $152,042,117 | 688,503 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $115,543,803 | 504,955 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $137,106,935 | 592,229 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $115,889,207 | 574,306 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $108,370,521 | 522,016 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $1,058,760 | 5,100 | Put | Sole | 2024-10-24 | |
| 2024-06-30 | $213,340 | 1,000 | Put | Sole | 2024-07-16 | |
| 2024-06-30 | $103,309,041 | 484,246 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $104,495,508 | 490,244 | Shares | Sole | 2024-04-15 | |
| 2024-03-31 | $959,175 | 4,500 | Put | Sole | 2024-04-15 | |
| 2023-12-31 | $89,021,834 | 497,051 | Shares | Sole | 2024-01-30 | |
| 2023-12-31 | $1,092,510 | 6,100 | Put | Sole | 2024-01-30 | |
| 2023-09-30 | $78,023,212 | 511,829 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $929,884 | 6,100 | Put | Sole | 2023-11-13 | |
| 2023-06-30 | $691,598 | 3,988 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $4,888,899 | 29,962 | Shares | Sole | 2023-04-25 | |
| 2020-03-31 | $1,579,628 | 17,066 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||