Position in WM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$36,106
-$5,419 QoQ
Shares Held
162
-14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,183
of 2,337 holders
Holding Since
Mar 2023
12 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, 2026Cape Investment Advisory, Inc. holds $85,569 across 3 Waste Management names. WM ranks #2 (42.2% of the industry book) .
All Filings in WM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,106 | 162 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $41,525 | 189 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $35,695 | 156 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $43,292 | 187 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $37,532 | 186 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $37,368 | 180 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $38,187 | 179 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $60,321 | 283 | Shares | Sole | 2024-06-21 | |
| 2023-12-31 | $50,506 | 282 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $43,902 | 288 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $49,077 | 283 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $8,158 | 50 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||