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Waste Management shares owned by Caldwell Trust

Quarter-by-quarter ownership of Waste Management (WM) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Waste Management

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All positions including Waste Management held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Waste Management by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 13k 220.83
2021-12-31 $861k 5.2k 166.90
2021-09-30 $751k 5.0k 149.36
2021-06-30 $383k 2.7k 140.11
2021-03-31 $238k 1.8k 129.02
2020-12-31 $94k 797 117.93
2020-09-30 $74k 652 113.17
2020-06-30 $76k 713 105.91
2020-03-31 $66k 713 92.56
2019-12-31 $81k 713 113.96