Position in WM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$287,960
-$18,120 QoQ
Shares Held
1,292
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,806
of 2,337 holders
Holding Since
Dec 2024
7 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, 2026Putney Financial Group LLC holds $847,518 across 2 Waste Management names. WM ranks #2 (34.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CLH |
Clean Harbors Inc
|
1,873 | $559,558 | |
| 2 | WM |
Waste Management Inc
This page
|
1,292 | $287,960 |
All Filings in WM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,960 | 1,292 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $306,080 | 1,332 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $353,073 | 1,607 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $374,748 | 1,697 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $383,731 | 1,677 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $420,653 | 1,817 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $375,732 | 1,862 | Shares | Sole | 2025-02-21 | |
| No filing history on record for this holder in this stock. | ||||||