Position in WM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$228,452
-$20,869 QoQ
Shares Held
1,025
-5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,945
of 2,337 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WM Over Time
Shares Held
Position Value (USD)
Position in Waste Management
Industrials · as of Jun 30, 2026Medallion Wealth Advisors, LLC holds $275,867 across 5 Waste Management names. WM ranks #1 (82.8% of the industry book) .
All Filings in WM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,452 | 1,025 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $249,321 | 1,085 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $238,384 | 1,085 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $85,019 | 385 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $88,094 | 385 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $89,130 | 385 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $77,688 | 385 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||