Position in WM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,768,963
-$794,942 QoQ
Shares Held
21,397
-11.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#603
of 2,337 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WM Over Time
Shares Held
Position Value (USD)
Position in Waste Management
Industrials · as of Jun 30, 2026NewEdge Wealth, LLC holds $10,763,088 across 4 Waste Management names. WM ranks #1 (44.3% of the industry book) .
All Filings in WM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,768,963 | 21,397 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,563,905 | 24,213 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,040,487 | 27,493 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,213,354 | 23,608 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,035,641 | 22,007 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,191,148 | 22,423 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,532,001 | 22,459 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,659,789 | 22,446 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,776,620 | 13,015 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,853,652 | 13,388 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,298,748 | 12,835 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $665,400 | 4,365 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $692,292 | 3,992 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $654,638 | 4,012 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $602,889 | 3,843 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $585,407 | 3,654 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $433,392 | 2,833 | Shares | Sole | 2022-08-09 | |
| 2021-06-30 | $203,019 | 1,449 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||