Is Waste Management, Inc. (WM) A Good Stock To Buy Now?
Is WM a good stock to buy? We came across a bullish thesis on Waste Management, Inc. on Roche Capital’s Substack by Pedro Ortiz. In this article, we will summarize the bulls’ thesis on WM.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Diamond Hill Capital Ric Dillon | 1,579,088 | $362,858,632 | -33% | 2.27% |
| 2. | Lee Munder Capital Group Lee Munder | 66,111 | $15,191,647 | +123% | 0.9% |
| 3. | RWC Asset Management Tord Stallvik (Ceo) | 19,915 | $4,576,268 | -29% | 0.19% |
| 4. | Arjuna Capital Farnum Brown And Adam Seitchik | 15,876 | $3,648,147 | -2% | 0.93% |
| 5. | Zevenbergen Capital Investments Nancy Zevenbergen | 11,155 | $2,563,307 | +3% | 0.07% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $196.42 | 2,000 | $392,840.20 | 7,314 | 2025-11-03 | Filing | |
| $171.53 | 2 | $343.06 | 4,950 | 2022-09-21 | Filing | |
| $144.49 | 2 | $288.98 | 5,364 | 2022-02-25 | Filing | |
| $140.04 | 2 | $280.08 | 5,362 | 2022-02-24 | Filing | |
| $141.17 | 2 | $282.34 | 5,436 | 2022-02-22 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $245.26 | 75 | $18,394.50 | 8,495 | 2026-03-09 | Filing | |
| $243.38 | 4,211 | $1,024,862.65 | 99,929 | 2026-03-09 | Filing | |
| $245.27 | 121 | $29,677.42 | 9,293 | 2026-03-09 | Filing | |
| $245.30 | 47 | $11,529.10 | 8,983 | 2026-03-09 | Filing | |
| $245.50 | 61 | $14,975.50 | 9,393 | 2026-03-09 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 25,169,513 | $5,783,702,392 | 0.14% | |
| 2. | 10,236,665 | $2,352,283,250 | 0.12% | |
| 3. | 2,926,613 | $672,506,402 | 2.31% | |
| 4. | 2,644,872 | $607,765,139 | 0.14% | |
| 5. | 2,392,868 | $549,857,136 | 0.58% |