Sowell Financial Services LLC
Position in WM — Waste Management Inc
CIK 1633697
NORTH LITTLE ROCK, AR
Position in WM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,525,836
+$14,048 QoQ
Shares Held
6,846
+4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#986
of 2,337 holders
Holding Since
Mar 2020
19 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, 2026Sowell Financial Services LLC holds $1,993,889 across 3 Waste Management names. WM ranks #1 (76.5% of the industry book) .
All Filings in WM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,525,836 | 6,846 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,511,788 | 6,579 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,498,422 | 6,820 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,761,781 | 7,978 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,112,923 | 9,234 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,132,207 | 9,210 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $2,776,650 | 13,375 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $4,455,392 | 20,884 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,396,431 | 20,626 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,388,477 | 13,336 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,969,372 | 12,919 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,069,594 | 11,934 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $456,876 | 2,800 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,758,154 | 11,207 | Shares | Sole | 2023-02-09 | |
| 2021-03-31 | $2,156,440 | 16,714 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,628,613 | 13,810 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,558,577 | 13,772 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,208,858 | 20,856 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,096,669 | 22,652 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||