Position in WM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$34,992
+$8,337 QoQ
Shares Held
157
+35.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,184
of 2,336 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, 2026Bell Investment Advisors, Inc holds $90,370 across 6 Waste Management names. WM ranks #1 (38.7% of the industry book) .
All Filings in WM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,992 | 157 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $26,655 | 116 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $25,925 | 118 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $18,328 | 83 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $20,364 | 89 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $17,594 | 76 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $14,125 | 70 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $14,532 | 70 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $13,227 | 62 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $13,215 | 62 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $10,566 | 59 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,061 | 66 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $14,914 | 86 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $13,053 | 80 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $11,922 | 76 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $14,098 | 88 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $14,992 | 98 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $36,718 | 220 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $27,482 | 184 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||