SEC 13F Intelligence

Blue Chip Partners, LLC / WM

Blue Chip Partners, LLC’s Waste Mgmt Inc Del Position

Does Blue Chip Partners, LLC own Waste Mgmt Inc Del (WM)? Yes136.4K shares worth $31M (+2.26% of its 13F portfolio) as of Q1 2026, up from 132.8K shares the prior filed quarter.

Position Value
$31M
Q1 2026
Shares
136.4K
% of Portfolio
+2.26%
Quarters Held
30
currently held

Position History WM

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ3 ’20: $3MQ4 ’20: $3MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ3 ’21: $3MQ4 ’21: $4MQ4 ’21Q1 ’22: $3MQ2 ’22: $3MQ3 ’22: $3MQ4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $11MQ4 ’23: $20MQ4 ’23Q1 ’24: $25MQ2 ’24: $26MQ3 ’24: $25MQ4 ’24: $25MQ4 ’24Q1 ’25: $29MQ2 ’25: $29MQ3 ’25: $28MQ4 ’25: $29MQ4 ’25Q1 ’26: $31Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026136.4K$31M+2.26%
Q4 2025132.8K$29M+2.12%
Q3 2025128.9K$28M+2.13%
Q2 2025126.6K$29M+2.36%
Q1 2025125.9K$29M+2.51%
Q4 2024122.2K$25M+2.12%
Q3 2024122.2K$25M+2.20%
Q2 2024120.4K$26M+2.37%
Q1 2024116.2K$25M+2.40%
Q4 2023113.9K$20M+2.13%
Q3 202375.2K$11M+1.37%
Q2 202320.1K$3M+0.40%
Q1 202320.2K$3M+0.39%
Q4 202220.1K$3M+0.39%
Q3 202220.4K$3M+0.45%
Q2 202220.5K$3M+0.40%
Q1 202220.4K$3M+0.40%
Q4 202121.4K$4M+0.45%
Q3 202121.3K$3M+0.45%
Q2 202121.4K$3M+0.43%
Q1 202121.5K$3M+0.43%
Q4 202023.3K$3M+0.43%
Q3 202023.4K$3M+0.47%
Q2 202023.9K$3M+0.50%
Q1 202024.0K$2M+0.55%
Q4 201925.6K$3M+0.55%
Q3 201926.0K$3M+0.63%
Q2 201925.9K$3M+0.67%
Q1 201925.8K$3M+0.64%
Q4 201826.6K$2M+0.60%

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