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Retirement Planning Group

SEC CIK
0001508195
Latest filing
Aug 5, 2026

WM holding history

Waste Management Inc in every 13F filed by Retirement Planning Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WM overviewAll 13F holders of WMFull Q2 2026 holdings

Shares (Q2 2026)
5,394
Value
$1.20M
% of portfolio
<0.1%
Quarters held
6
Since Q1 2024
Holdings of WM by Retirement Planning Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,394$1.20M<0.1%+22+0.4%AddedHolders
Q1 20265,372$1.23M<0.1%+107+2.0%AddedHolders
Q4 20255,265$1.16M<0.1%−426−7.5%ReducedHolders
Q3 20255,691$1.26M<0.1%+4,699+473.7%AddedHolders
Q2 2025992$227.0K<0.1%+992NewHolders
Q2 20240$00.0%−1,102−100.0%Sold outHolders
Q1 20241,102$234.9K<0.1%+1,102NewHolders