SEC 13F Intelligence

Shrier Wealth Management, LLC / WM

Shrier Wealth Management, LLC’s Waste Mgmt Inc Del Position

Does Shrier Wealth Management, LLC own Waste Mgmt Inc Del (WM)? Yes17.7K shares worth $4M (+1.33% of its 13F portfolio) as of Q2 2026, up from 17.6K shares the prior filed quarter.

Position Value
$4M
Q2 2026
Shares
17.7K
% of Portfolio
+1.33%
Quarters Held
3
currently held

Position History WM

Reported value by quarter
Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26Q2 ’26: $4MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202617.7K$4M+1.33%
Q1 202617.6K$4M+1.48%
Q4 202517.7K$4M+1.53%

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