Position in WM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,444,258
-$107,509 QoQ
Shares Held
6,480
-4.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,007
of 2,337 holders
Holding Since
Dec 2023
11 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, 2026Advisor OS, LLC holds $3,246,599 across 3 Waste Management names. WM ranks #1 (44.5% of the industry book) .
All Filings in WM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,444,258 | 6,480 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,551,767 | 6,753 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,381,754 | 6,289 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,306,648 | 5,917 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,275,212 | 5,573 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,175,837 | 5,079 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,050,315 | 5,205 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $949,767 | 4,575 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $952,987 | 4,467 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $740,908 | 3,476 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $311,811 | 1,741 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||