Capital & Planning, LLC
- SEC CIK
- 0002053750
- Latest filing
- Sep 2, 2026
WM holding history
Waste Management Inc in every 13F filed by Capital & Planning, 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)
- 11,047
- Value
- $2.46M
- % of portfolio
- 1.3%
- Quarters held
- 6
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 11,047 | $2.46M | 1.3% | +2,242+25.5% | Added | Holders |
| Q1 2026 | 8,805 | $2.02M | 1.2% | +8,805 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −8,564−100.0% | Sold out | Holders |
| Q3 2025 | 8,564 | $1.89M | 1.2% | +708+9.0% | Added | Holders |
| Q2 2025 | 7,856 | $1.80M | 1.2% | +645+8.9% | Added | Holders |
| Q1 2025 | 7,211 | $1.67M | 1.2% | +1,036+16.8% | Added | Holders |
| Q4 2024 | 6,175 | $1.25M | 0.9% | – | No prior filing | Holders |