Position in WM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$277,039
-$85,339 QoQ
Shares Held
1,243
-21.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,828
of 2,337 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WM Over Time
Shares Held
Position Value (USD)
Position in Waste Management
Industrials · as of Jun 30, 2026Venturi Wealth Management, LLC holds $1,248,985 across 3 Waste Management names. WM ranks #3 (22.2% of the industry book) .
All Filings in WM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,039 | 1,243 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $362,378 | 1,577 | Shares | Other | 2026-04-21 | |
| 2025-06-30 | $198,844 | 869 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $271,328 | 1,172 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $216,116 | 1,071 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $64,978 | 313 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $72,322 | 339 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $46,253 | 217 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $28,297 | 158 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $18,445 | 121 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $18,209 | 105 | Shares | Other | 2023-07-24 | |
| 2023-03-31 | $15,011 | 92 | Shares | Other | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||