BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in WM — Waste Management Inc
CIK 2010186
CINCINNATI, OH
Position in WM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$69,626,151
-$3,027,472 QoQ
Shares Held
312,393
-1.2% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#126
of 2,337 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in WM Over Time
Shares Held
Position Value (USD)
Position in Waste Management
Industrials · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $70,140,055 across 4 Waste Management names. WM ranks #1 (99.3% of the industry book) .
All Filings in WM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,626,151 | 312,393 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $72,653,623 | 316,174 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $67,928,619 | 309,174 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $59,684,607 | 270,274 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $63,092,080 | 275,728 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $63,737,249 | 275,311 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $56,134,951 | 278,185 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $57,309,640 | 276,058 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $59,247,931 | 277,716 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $60,535,878 | 284,006 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $51,190,182 | 285,819 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $43,967,811 | 288,427 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $50,192,083 | 289,425 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $47,160,046 | 289,024 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $45,437,781 | 289,634 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $46,679,106 | 291,362 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $44,927,931 | 293,685 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $48,975,390 | 308,993 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $50,688,531 | 303,706 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $45,563,761 | 305,060 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $42,691,376 | 304,699 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $39,972,460 | 309,816 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $35,891,523 | 304,346 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $33,793,693 | 298,610 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $29,740,269 | 280,807 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $17,466,257 | 188,702 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||