SEC 13F Intelligence

Palumbo Wealth Management LLC / WM

Palumbo Wealth Management LLC’s Waste Mgmt Inc Del Position

Does Palumbo Wealth Management LLC own Waste Mgmt Inc Del (WM)? Yes — 37.3K shares worth $9M (+2.09% of its 13F portfolio) as of Q1 2026, up from 37.2K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
37.3K
% of Portfolio
+2.09%
Quarters Held
21
currently held

Position History WM

Reported value by quarter
Q1 ’21: $694,000Q1 ’21Q2 ’21: $811,000Q3 ’21: $803,000Q4 ’21: $946,000Q4 ’21Q1 ’22: $923,000Q2 ’22: $986,000Q3 ’22: $1MQ3 ’22Q4 ’22: $1MQ1 ’23: $2MQ2 ’23: $2MQ2 ’23Q3 ’23: $5MQ4 ’23: $6MQ1 ’24: $7MQ1 ’24Q2 ’24: $7MQ3 ’24: $7MQ4 ’24: $7MQ4 ’24Q1 ’25: $9MQ2 ’25: $8MQ3 ’25: $8MQ3 ’25Q4 ’25: $8MQ1 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202637.3K$9M+2.09%
Q4 202537.2K$8M+2.02%
Q3 202537.4K$8M+2.63%
Q2 202537.1K$8M+2.63%
Q1 202537.3K$9M+2.89%
Q4 202433.7K$7M+2.54%
Q3 202431.6K$7M+2.55%
Q2 202431.0K$7M+2.80%
Q1 202432.4K$7M+3.10%
Q4 202332.8K$6M+3.01%
Q3 202333.3K$5M+2.79%
Q2 202310.8K$2M+1.15%
Q1 20239.9K$2M+1.08%
Q4 20227.1K$1M+0.89%
Q3 20226.7K$1M+0.90%
Q2 20226.4K$986,000+0.78%
Q1 20225.8K$923,000+0.59%
Q4 20215.7K$946,000+0.59%
Q3 20215.4K$803,000+0.53%
Q2 20215.8K$811,000+0.54%
Q1 20215.4K$694,000+0.52%

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