SEC 13F Intelligence

Greystone Financial Group, LLC / WM

Greystone Financial Group, LLC’s Waste Mgmt Inc Del Position

Does Greystone Financial Group, LLC own Waste Mgmt Inc Del (WM)? Yes — 35.2K shares worth $8M (+2.29% of its 13F portfolio) as of Q1 2026, down from 58.1K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
35.2K
% of Portfolio
+2.29%
Quarters Held
10
currently held

Position History WM

Reported value by quarter
Q1 ’21: $7MQ1 ’21Q2 ’21: $7MQ3 ’21: $6MQ3 ’21Q4 ’21: $4MQ4 ’24: $7MQ4 ’24Q1 ’25: $10MQ2 ’25: $11MQ2 ’25Q3 ’25: $12MQ4 ’25: $13MQ4 ’25Q1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202635.2K$8M+2.29%
Q4 202558.1K$13M+1.99%
Q3 202553.7K$12M+1.84%
Q2 202546.9K$11M+1.77%
Q1 202541.7K$10M+1.75%
Q4 202436.6K$7M+1.28%
Q4 202124.8K$4M+0.99%
Q3 202137.3K$6M+1.66%
Q2 202151.5K$7M+1.79%
Q1 202151.3K$7M+1.82%

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