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Creative Planning WM Position History
Waste Management, Inc. • Industrials
Quarters held
10
Latest value
$34.8M
Q3 2026
Peak value
$43M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $38.7M |
| Q3 2025 | $590K |
| Q4 2025 | $38.2M |
| Q4 2025 | $612K |
| Q1 2026 | $592K |
| Q1 2026 | $43M |
| Q2 2026 | $599K |
| Q2 2026 | $38M |
| Q3 2026 | $552K |
| Q3 2026 | $34.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $34.8M | 170.6K | — | — |
| Q3 2026 | $552K | 2.7K | — | — |
| Q2 2026 | $38M | 170.7K | — | — |
| Q2 2026 | $599K | 2.7K | — | — |
| Q1 2026 | $43M | 187.2K | — | — |
| Q1 2026 | $592K | 2.6K | — | — |
| Q4 2025 | $612K | 2.8K | — | — |
| Q4 2025 | $38.2M | 173.8K | — | — |
| Q3 2025 | $590K | 2.7K | — | — |
| Q3 2025 | $38.7M | 175.1K | — | — |
Other funds holding WM
$8.2B
$8.2B
$7.7B
$7.7B
$4.3B
$4.2B