Synergy Investment Management, LLC
Position in WM — Waste Management Inc
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in WM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$37,684
+$33,517 QoQ
Shares Held
164
+811.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in WM Over Time
Shares Held
Position Value (USD)
Position in Waste Management
Industrials · as of Mar 31, 2026Synergy Investment Management, LLC holds $121,603 across 3 Waste Management names. WM ranks #2 (31.0% of the industry book) .
All Filings in WM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||