Position in WM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$357,499
-$57,961 QoQ
Shares Held
1,604
-11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,677
of 2,337 holders
Holding Since
Mar 2024
10 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, 2026Quantum Financial Advisors, LLC holds $562,441 across 2 Waste Management names. WM ranks #1 (63.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WM |
Waste Management Inc
This page
|
1,604 | $357,499 | |
| 2 | CLH |
Clean Harbors Inc
|
686 | $204,942 |
All Filings in WM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,499 | 1,604 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $415,460 | 1,808 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $286,282 | 1,303 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $262,787 | 1,190 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $272,295 | 1,190 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $275,496 | 1,190 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $240,533 | 1,192 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $247,459 | 1,192 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $254,301 | 1,192 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $254,074 | 1,192 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||