Position in WM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,282,399
-$649,341 QoQ
Shares Held
19,214
-10.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#640
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, 2026AE Wealth Management LLC holds $21,270,697 across 4 Waste Management names. WM ranks #2 (20.1% of the industry book) .
All Filings in WM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,282,399 | 19,214 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $4,931,740 | 21,462 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $3,657,279 | 16,646 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,957,341 | 13,392 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $2,317,709 | 10,129 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $6,295,906 | 27,195 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $6,772,268 | 33,561 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $7,541,274 | 36,326 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $7,925,788 | 37,151 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $5,674,476 | 26,622 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $18,655,593 | 104,163 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,405,421 | 87,939 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $12,026,850 | 69,351 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $11,068,147 | 67,832 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $11,163,894 | 71,162 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $16,424,088 | 102,516 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $18,828,013 | 123,075 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $13,594,862 | 85,772 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $11,064,969 | 66,297 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $5,362,322 | 35,902 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,428,877 | 31,610 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,571,531 | 27,682 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,841,405 | 24,094 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,867,191 | 16,499 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $3,999,161 | 37,760 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $2,805,308 | 30,308 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||