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Integrated Wealth Concepts LLC

Position in WM — Waste Management Inc

CIK 1737109 WALTHAM, MA

Position in WM

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$11,736,860
+$4,906,353 QoQ
Shares Held
52,660
+77.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#397
of 2,337 holders
Holding Since
Jun 2020
25 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, 2026

Integrated Wealth Concepts LLC holds $18,108,172 across 11 Waste Management names. WM ranks #1 (64.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WM
Waste Management Inc
This page
52,660 $11,736,860

All Filings in WM

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,736,860 52,660
2026-03-31 $6,830,507 29,725
2025-12-31 $4,452,642 20,266
2025-09-30 $5,907,202 26,750
2025-06-30 $6,181,801 27,016
2025-03-31 $6,540,852 28,253
2024-12-31 $5,550,233 27,505
2024-09-30 $5,639,661 27,166
2024-06-30 $5,735,219 26,883
2024-03-31 $5,703,467 26,758
2023-12-31 $4,735,224 26,439
2023-09-30 $4,407,345 28,912
2023-06-30 $4,619,908 26,640
2023-03-31 $4,199,016 25,734
2022-12-31 $3,051,316 19,450
2022-09-30 $2,930,561 18,292
2022-06-30 $2,838,696 18,556
2022-03-31 $3,008,013 18,978
2021-12-31 $3,222,672 19,309
2021-09-30 $2,609,617 17,472
2021-06-30 $2,736,488 19,531
2021-03-31 $2,611,106 20,238
2020-12-31 $1,707,154 14,476
2020-09-30 $1,422,773 12,572
2020-06-30 $395,044 3,730