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Plancorp, LLC

SEC CIK
0001599579
Latest filing
Jul 14, 2026

WM holding history

Waste Management Inc in every 13F filed by Plancorp, LLC, 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)
1,887
Value
$446.8K
% of portfolio
<0.1%
Quarters held
8
Since Q1 2024
Holdings of WM by Plancorp, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,887$446.8K<0.1%+430+29.5%AddedHolders
Q1 20261,457$334.3K<0.1%+29+2.0%AddedHolders
Q4 20251,428$313.7K<0.1%−80−5.3%ReducedHolders
Q3 20251,508$333.0K<0.1%−176−10.5%ReducedHolders
Q2 20251,684$385.3K<0.1%+112+7.1%AddedHolders
Q1 20251,572$363.9K<0.1%+455+40.7%AddedHolders
Q4 20241,117$225.4K<0.1%+1,117NewHolders
Q2 20240$00.0%−1,088−100.0%Sold outHolders
Q1 20241,088$231.9K<0.1%+1,088NewHolders