Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  Waste Management, Inc. (WM)
← All WM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 651,328 2.95 Reduce 34.90% 1.21 $211.26–248.13 · VW $223.62i $149,668,661 SEC
2025   Q4 1,000,459 3.46 Reduce 7.93% 0.24 $207.74–241.23 · VW $229.94i $219,810,847 SEC
2025   Q3 1,086,589 2.98 Reduce 7.45% 0.23 $194.11–226.85 · VW $212.94i $239,951,449 SEC
2025   Q2 1,174,028 3.15 Reduce 7.89% 0.26 $222.15–242.58 · VW $230.37i $268,641,087 SEC
2025   Q1 1,274,581 3.26 Reduce 13.96% 0.38 $213.50–241.68 · VW $232.05i $295,078,247 SEC
2024   Q4 1,481,365 2.71 Reduce 1.36% 0.04 $199.69–233.04 · VW $221.84i $298,924,643 SEC
2024   Q3 1,501,810 2.61 Reduce 5.65% 0.16 $200.29–230.39 · VW $219.63i $311,775,756 SEC
2024   Q2 1,591,789 2.78 Reduce 7.75% 0.22 $196.59–225.00 · VW $211.21i $339,592,265 SEC
2024   Q1 1,725,604 2.81 Reduce 0.48% 0.01 $203.59–214.54 · VW $209.62i $367,812,493 SEC
2023   Q4 1,733,879 2.35 Reduce 2.15% 0.05 $170.79–209.78 · VW $195.41i $310,537,729 SEC
2023   Q3 1,772,028 2.13 Add 2.63% 0.05 $149.71–172.82 · VW $164.51i $270,127,948 SEC
2023   Q2 1,726,658 2.20 Add 1.23% 0.03 $156.38–173.71 · VW $162.29i $299,437,030 SEC
2023   Q1 1,705,758 2.17 Reduce 3.50% 0.08 $148.31–171.10 · VW $160.44i $275,531,090 SEC
2022   Q4 1,767,591 2.17 Add 5.50% 0.11 $148.55–170.70 · VW $156.34i $277,299,676 SEC
2022   Q3 1,675,512 2.34 Reduce 0.43% <0.01 $151.22–174.74 · VW $164.56i $268,434,000 SEC
2022   Q2 1,682,827 2.13 Add 3.19% 0.07 $138.89–175.98 · VW $161.30i $257,439,000 SEC
2022   Q1 1,630,853 1.93 Add 0.46% <0.01 $144.06–170.18 · VW $157.58i $258,490,000 SEC
2021   Q4 1,623,322 1.90 Reduce 4.40% 0.09 $138.58–167.61 · VW $150.20i $270,932,000 SEC
2021   Q3 1,697,962 2.01 Reduce 6.36% 0.12 $147.53–168.04 · VW $158.75i $253,608,000 SEC
2021   Q2 1,813,247 1.92 Reduce 0.22% <0.01 $136.97–155.62 · VW $149.23i $254,054,000 SEC
2021   Q1 1,817,306 1.88 Add 40.43% 0.54 $111.67–144.54 · VW $132.30i $234,469,000 SEC
2020   Q4 1,294,094 1.26 Add 31.27% 0.30 $109.11–120.60 · VW $113.53i $152,613,000 SEC
2020   Q3 985,830 0.99 Buy 0.99 $106.11–125.56 · VW $116.93i $111,566,000 SEC
Price snapshot:
Current price$236.71
Avg. buy price$123.11
+/- since buy92.27%
52-week low$191.77
52-week high$246.08