Waste Management shares owned by Heritage Trust
Quarter-by-quarter ownership of Waste Management (WM) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Waste Management
Tip: Access up to 7 years of quarterly data
All positions including Waste Management held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Waste Management by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $372k | 1.7k | 220.83 |
| 2025-06-30 | $397k | 1.7k | 228.82 |
| 2025-03-31 | $419k | 1.8k | 231.51 |
| 2024-12-31 | $365k | 1.8k | 201.79 |
| 2024-06-30 | $407k | 1.9k | 213.34 |
| 2024-03-31 | $407k | 1.9k | 213.15 |
| 2023-12-31 | $342k | 1.9k | 179.10 |
| 2023-09-30 | $276k | 1.8k | 152.44 |
| 2023-06-30 | $323k | 1.9k | 173.42 |
| 2023-03-31 | $252k | 1.5k | 163.17 |
| 2022-12-31 | $291k | 1.9k | 156.88 |
| 2022-09-30 | $290k | 1.8k | 160.49 |
| 2022-06-30 | $276k | 1.8k | 152.74 |
| 2022-03-31 | $287k | 1.8k | 158.83 |
| 2021-12-31 | $303k | 1.8k | 167.13 |
| 2021-09-30 | $271k | 1.8k | 149.48 |
| 2021-06-30 | $240k | 1.7k | 140.11 |
| 2021-03-31 | $232k | 1.8k | 128.96 |
| 2020-12-31 | $222k | 1.9k | 117.58 |
| 2020-09-30 | $205k | 1.8k | 112.89 |
| 2020-06-30 | $231k | 2.2k | 105.91 |
| 2020-03-31 | $202k | 2.2k | 92.62 |
| 2019-12-31 | $231k | 2.0k | 114.13 |
| 2018-12-31 | $9.0k | 100 | 90.00 |
| 2018-09-30 | $18k | 200 | 90.00 |
| 2018-06-30 | $16k | 200 | 80.00 |
| 2018-03-31 | $17k | 200 | 85.00 |
| 2017-12-31 | $25k | 284 | 88.03 |
| 2017-09-30 | $22k | 284 | 77.46 |
| 2017-06-30 | $15k | 200 | 75.00 |