EP Wealth Advisors »

Waste Management shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Waste Management (WM) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Waste Management

Tip: Access up to 7 years of quarterly data

All positions including Waste Management held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Waste Management by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $34M 148k 228.82
2025-03-31 $31M 133k 231.51
2024-12-31 $3.5M 17k 201.79
2024-09-30 $3.4M 17k 207.60
2024-06-30 $2.9M 14k 213.35
2024-03-31 $1.9M 9.1k 213.15
2023-12-31 $1.6M 8.9k 179.11
2023-09-30 $1.4M 9.2k 152.44
2023-06-30 $1.6M 13k 128.68
2023-03-31 $4.2M 112k 37.38
2022-12-31 $1.5M 9.8k 156.88
2022-09-30 $1.8M 11k 160.19
2022-06-30 $924k 6.0k 153.06
2022-03-31 $617k 3.9k 158.53
2021-12-31 $753k 4.5k 166.96
2021-09-30 $755k 12k 63.44
2021-06-30 $1.2M 8.7k 140.15
2021-03-31 $503k 3.9k 129.14
2020-12-31 $576k 4.9k 117.98
2020-09-30 $353k 3.1k 113.07
2020-06-30 $0 0 0.00