SEC 13F Intelligence

Colonial Trust Advisors / WM

Colonial Trust Advisors’s Waste Mgmt Inc Del Position

Does Colonial Trust Advisors own Waste Mgmt Inc Del (WM)? Yes60.5K shares worth $14M (+1.08% of its 13F portfolio) as of Q1 2026, up from 60.0K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
60.5K
% of Portfolio
+1.08%
Quarters Held
15
currently held

Position History WM

Reported value by quarter
Q3 ’22: $10MQ3 ’22Q4 ’22: $9MQ1 ’23: $10MQ1 ’23Q2 ’23: $10MQ3 ’23: $9MQ3 ’23Q4 ’23: $10MQ1 ’24: $12MQ1 ’24Q2 ’24: $12MQ3 ’24: $12MQ3 ’24Q4 ’24: $12MQ1 ’25: $13MQ1 ’25Q2 ’25: $13MQ3 ’25: $13MQ3 ’25Q4 ’25: $13MQ1 ’26: $14MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202660.5K$14M+1.08%
Q4 202560.0K$13M+0.99%
Q3 202558.4K$13M+0.99%
Q2 202557.9K$13M+1.10%
Q1 202558.0K$13M+1.19%
Q4 202458.0K$12M+1.04%
Q3 202458.1K$12M+1.04%
Q2 202457.0K$12M+1.16%
Q1 202457.1K$12M+1.20%
Q4 202357.6K$10M+1.10%
Q3 202358.2K$9M+1.02%
Q2 202357.8K$10M+1.11%
Q1 202358.8K$10M+1.13%
Q4 202259.7K$9M+1.15%
Q3 202261.3K$10M+1.33%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Colonial Trust Advisors’s full portfolio or all institutional holders of WM.