Position in WM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,524,107
+$284,711 QoQ
Shares Held
42,732
+6.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#440
of 2,337 holders
Holding Since
Dec 2023
11 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, 2026Concurrent Investment Advisors, LLC holds $15,424,755 across 4 Waste Management names. WM ranks #1 (61.7% of the industry book) .
All Filings in WM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,524,107 | 42,732 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $9,239,396 | 40,208 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $8,429,393 | 38,366 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $6,343,120 | 28,724 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $6,496,886 | 28,393 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,145,201 | 26,544 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,085,440 | 20,246 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,148,055 | 19,981 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,426,942 | 25,438 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,226,025 | 15,135 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,987,925 | 16,683 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||