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XML Financial, LLC

Position in WM — Waste Management Inc

CIK 1800465 BETHESDA, MD

Position in WM

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$847,166
-$72,453 QoQ
Shares Held
3,801
-5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,239
of 2,337 holders
Holding Since
Sep 2021
19 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

XML Financial, LLC holds $1,683,804 across 3 Waste Management names. WM ranks #1 (50.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WM
Waste Management Inc
This page
3,801 $847,166

All Filings in WM

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19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $847,166 3,801
2026-03-31 $919,619 4,002
2025-12-31 $853,353 3,884
2025-09-30 $1,068,375 4,838
2025-06-30 $1,106,344 4,835
2025-03-31 $1,164,032 5,028
2024-12-31 $1,024,286 5,076
2024-09-30 $1,004,161 4,837
2024-06-30 $1,052,832 4,935
2024-03-31 $1,016,725 4,770
2023-12-31 $903,201 5,043
2023-09-30 $692,687 4,544
2023-06-30 $728,884 4,203
2023-03-31 $652,680 4,000
2022-12-31 $627,363 3,999
2022-09-30 $652,535 4,073
2022-03-31 $647,948 4,088
2021-12-31 $766,905 4,595
2021-09-30 $686,159 4,594