Position in WM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$624,955
+$279,122 QoQ
Shares Held
2,804
+86.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,370
of 2,350 holders
Holding Since
Mar 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WM Over Time
Shares Held
Position Value (USD)
Position in Waste Management
Industrials · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $931,173 across 2 Waste Management names. WM ranks #1 (67.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WM |
Waste Management Inc
This page
|
2,804 | $624,955 | |
| 2 | CLH |
Clean Harbors Inc
|
1,025 | $306,218 |
All Filings in WM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $624,955 | 2,804 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $345,833 | 1,505 | Shares | Sole | 2026-05-12 | |
| 2024-03-31 | $112,756 | 529 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||