Position in WM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,272,867
+$33,840 QoQ
Shares Held
5,711
+5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,069
of 2,337 holders
Holding Since
Dec 2023
10 quarters on record
Common Shares in WM Over Time
Shares Held
Position Value (USD)
Position in Waste Management
Industrials · as of Jun 30, 2026Simplicity Wealth,LLC holds $3,277,915 across 3 Waste Management names. WM ranks #1 (38.8% of the industry book) .
All Filings in WM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,272,867 | 5,711 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,239,027 | 5,392 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,156,992 | 5,266 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,107,241 | 5,014 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,914,480 | 12,737 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,343,684 | 5,804 | Shares | Sole | 2025-04-15 | |
| 2024-09-30 | $1,108,584 | 5,340 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $4,289,627 | 20,107 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $4,247,013 | 19,925 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $553,598 | 3,091 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||