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STERLING INVESTMENT MANAGEMENT, LLC → WM
STERLING INVESTMENT MANAGEMENT, LLC WM Position History
Waste Management, Inc. • Industrials
Quarters held
5
Latest value
$2.9M
Q3 2026
Peak value
$3.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.4M |
| Q4 2025 | $1.4M |
| Q1 2026 | $3.4M |
| Q2 2026 | $3.2M |
| Q3 2026 | $2.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.9M | 14.4K | — | — |
| Q2 2026 | $3.2M | 14.4K | — | — |
| Q1 2026 | $3.4M | 14.8K | — | — |
| Q4 2025 | $1.4M | 6.5K | — | — |
| Q3 2025 | $1.4M | 6.5K | — | — |
Other funds holding WM
$8.2B
$8.2B
$7.7B
$7.7B
$4.3B
$4.2B
Other STERLING INVESTMENT MANAGEMENT, LLC positions
VGES
$15.4MVANGUARD MORTGAGE-BACKED SECURITIES ETF
VGES
$15.3MVANGUARD MORTGAGE-BACKED SECURITIES ETF
VGES
$15.2MVANGUARD MORTGAGE-BACKED SECURITIES ETF
BRK-A
$15.1MBERKSHIRE HATHAWAY INC DEL CL B NEW
BRK-A
$15MBERKSHIRE HATHAWAY INC DEL CL B NEW
VGES
$15MVANGUARD MORTGAGE-BACKED SECURITIES ETF
GLD
$14.2MSPDR GOLD SHARES
VGES
$13.8MVANGUARD MORTGAGE-BACKED SECURITIES ETF