Position in WM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$516,858
+$110,360 QoQ
Shares Held
2,319
+31.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,456
of 2,337 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, 2026TRB Wealth Management, LLC holds $765,211 across 3 Waste Management names. WM ranks #1 (67.5% of the industry book) .
All Filings in WM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,858 | 2,319 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $406,498 | 1,769 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||