Synergy Investment Management, LLC
Position in WM — Waste Management Inc
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in WM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$51,706
+$14,022 QoQ
Shares Held
232
+41.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,170
of 2,354 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WM Over Time
Shares Held
Position Value (USD)
Position in Waste Management
Industrials · as of Jun 30, 2026Synergy Investment Management, LLC holds $143,987 across 5 Waste Management names. WM ranks #2 (35.9% of the industry book) .
All Filings in WM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,706 | 232 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $37,684 | 164 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $4,167 | 18 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,632 | 18 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||