Position in WM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$357,053
-$84,373 QoQ
Shares Held
1,602
-16.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,690
of 2,355 holders
Holding Since
Mar 2023
5 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, 2026CM WEALTH ADVISORS LLC holds $1,612,272 across 2 Waste Management names. WM ranks #2 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PESI |
Perma Fix Environmental Services Inc
|
87,839 | $1,255,219 | |
| 2 | WM |
Waste Management Inc
This page
|
1,602 | $357,053 |
All Filings in WM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,053 | 1,602 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $441,426 | 1,921 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $435,025 | 1,980 | Shares | Sole | 2026-01-26 | |
| 2024-03-31 | $243,417 | 1,142 | Shares | Sole | 2024-05-13 | |
| 2023-03-31 | $1,011,654 | 6,200 | Shares | Sole | 2023-05-01 | |
| No filing history on record for this holder in this stock. | ||||||