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 csvQuarterly 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 |