SEC 13F Intelligence

Baldwin Wealth Partners LLC/Ma / WM

Baldwin Wealth Partners LLC/Ma’s Waste Mgmt Inc Del Position

Does Baldwin Wealth Partners LLC/Ma own Waste Mgmt Inc Del (WM)? Yes121.0K shares worth $28M (+2.02% of its 13F portfolio) as of Q1 2026, down from 132.2K shares the prior filed quarter.

Position Value
$28M
Q1 2026
Shares
121.0K
% of Portfolio
+2.02%
Quarters Held
30
currently held

Position History WM

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ3 ’19: $7MQ4 ’19: $7MQ4 ’19Q1 ’20: $6MQ2 ’20: $7MQ3 ’20: $8MQ4 ’20: $11MQ4 ’20Q1 ’21: $15MQ2 ’21: $17MQ3 ’21: $17MQ4 ’21: $20MQ4 ’21Q1 ’22: $19MQ2 ’22: $18MQ3 ’22: $18MQ4 ’22: $17MQ4 ’22Q1 ’23: $18MQ2 ’23: $19MQ3 ’23: $20MQ4 ’23: $24MQ4 ’23Q1 ’24: $28MQ2 ’24: $27MQ3 ’24: $27MQ4 ’24: $27MQ4 ’24Q1 ’25: $32MQ2 ’25: $31MQ3 ’25: $30MQ4 ’25: $29MQ4 ’25Q1 ’26: $28Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026121.0K$28M+2.02%
Q4 2025132.2K$29M+1.86%
Q3 2025134.4K$30M+1.93%
Q2 2025137.4K$31M+2.13%
Q1 2025137.7K$32M+2.24%
Q4 2024135.4K$27M+1.89%
Q3 2024129.1K$27M+1.83%
Q2 2024127.4K$27M+2.12%
Q1 2024133.2K$28M+2.14%
Q4 2023135.1K$24M+1.90%
Q3 2023132.9K$20M+1.74%
Q2 2023109.2K$19M+1.55%
Q1 2023109.3K$18M+1.55%
Q4 2022109.5K$17M+1.56%
Q3 2022110.6K$18M+2.45%
Q2 2022115.1K$18M+2.28%
Q1 2022118.6K$19M+1.99%
Q4 2021118.1K$20M+1.97%
Q3 2021115.7K$17M+1.92%
Q2 2021118.1K$17M+1.81%
Q1 2021115.8K$15M+1.77%
Q4 202094.8K$11M+1.41%
Q3 202069.7K$8M+1.08%
Q2 202070.2K$7M+1.09%
Q1 202066.7K$6M+1.08%
Q4 201959.7K$7M+0.95%
Q3 201956.9K$7M+0.99%
Q2 201945.2K$5M+0.77%
Q1 201944.3K$5M+0.69%
Q4 201842.0K$4M+0.63%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Baldwin Wealth Partners LLC/Ma’s full portfolio or all institutional holders of WM.