J. Derek Lewis & Associates Inc.
Position in WM — Waste Management Inc
CIK 2077884
NEWPORT BEACH, CA
Position in WM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$244,499
+$25,969 QoQ
Shares Held
1,097
+15.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,913
of 2,354 holders
Holding Since
Mar 2026
2 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, 2026J. Derek Lewis & Associates Inc. holds $764,545 across 3 Waste Management names. WM ranks #2 (32.0% of the industry book) .
All Filings in WM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,499 | 1,097 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $218,530 | 951 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||