Franklin Resources: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Franklin Resources on WM, newest first. How the timeline and the estimate are built.

Franklin Resources held 2,793,160 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 2,793,160 shares
Change vs previous 13F -2,712 shares
0.11% of the 13F portfolio, value $622,539,693.
13F-HR 0001348883-26-000018 filed by Clearbridge Investments, LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- FRANKLIN RESOURCES INC: 360,024 shares
- Clearbridge Investments, LLC: 2,433,136 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,795,872 shares
Change vs previous 13F -511 shares
0.12% of the 13F portfolio, value $642,464,010.
13F-HR 0001348883-26-000011 filed by Clearbridge Investments, LLC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- FRANKLIN RESOURCES INC: 321,234 shares
- Clearbridge Investments, LLC: 2,474,638 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,796,383 shares
Change vs previous 13F +54,887 shares
0.12% of the 13F portfolio, value $614,393,627.
13F-HR 0001348883-26-000001 filed by Clearbridge Investments, LLC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- FRANKLIN RESOURCES INC: 290,262 shares
- Clearbridge Investments, LLC: 2,506,121 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 2,741,496 shares
Change vs previous 13F -108,958 shares
0.11% of the 13F portfolio, value $605,404,348.
13F-HR 0001348883-25-000015 filed by Clearbridge Investments, LLC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- FRANKLIN RESOURCES INC: 160,414 shares
- Clearbridge Investments, LLC: 2,581,082 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 2,850,454 shares
Change vs previous 13F -181,054 shares
0.13% of the 13F portfolio, value $652,233,832.
13F-HR 0001348883-25-000013 filed by Clearbridge Investments, LLC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- FRANKLIN RESOURCES INC: 255,394 shares
- Clearbridge Investments, LLC: 2,595,060 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 3,031,508 shares
Change vs previous 13F -34,044 shares
0.15% of the 13F portfolio, value $701,823,464.
13F-HR 0001348883-25-000011 filed by Clearbridge Investments, LLC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- FRANKLIN RESOURCES INC: 393,564 shares
- Clearbridge Investments, LLC: 2,637,944 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 3,065,552 shares
Change vs previous 13F -65,839 shares
0.13% of the 13F portfolio, value $618,597,070.
13F-HR 0001348883-25-000002 filed by Clearbridge Investments, LLC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- FRANKLIN RESOURCES INC: 394,072 shares
- Clearbridge Investments, LLC: 2,671,480 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 3,131,391 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $652,460,148.
13F-HR 0001348883-24-000021 filed by Clearbridge Investments, LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- FRANKLIN RESOURCES INC: 404,121 shares
- Clearbridge Investments, LLC: 2,727,270 shares
Acceptance time not in the bulk data set (spec §4.2).