Alan B. Lancz & Associates’s Waste Management WM Stock Holding History

Alan B. Lancz & Associates’s Portfolio WM Stock Details WM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$223K	Hold	1,000	–	–	0.19%	128
2026 Q1	$230K	Hold	1,000	–	–	0.22%	118
2025 Q4	$220K	Hold	1,000	–	–	0.19%	123
2025 Q3	$221K	Hold	1,000	–	–	0.2%	123
2025 Q2	$229K	Hold	1,000	–	–	0.23%	117
2025 Q1	$232K	Hold	1,000	–	–	0.25%	111
2024 Q4	$202K	Sell	1,000 -300	-23%	-$64.4K	0.21%	120
2024 Q3	$270K	Hold	1,300	–	–	0.25%	105
2024 Q2	$277K	Buy	+1,300	New	+$270K	0.27%	101
2023 Q4	$233K	Buy	+1,300	New	+$218K	0.24%	115
2023 Q3	–	Sell	-1,300	Closed	-$225K	–	141
2023 Q2	$225K	Hold	1,300	–	–	0.24%	113
2023 Q1	$212K	Hold	1,300	–	–	0.22%	119
2022 Q4	$200K	Hold	1,300	–	–	0.2%	131
2022 Q3	$208K	Hold	1,300	–	–	0.25%	111
2022 Q2	$214K	Sell	1,300 -600	-32%	-$94K	0.21%	122
2022 Q1	$301K	Hold	1,900	–	–	0.27%	105
2021 Q4	$317K	Buy	+1,900	New	+$306K	0.28%	102

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Alan B. Lancz & Associates's WM Position: Q2 2026 in Review

Alan B. Lancz & Associates held its Waste Management (WM) position steady in Q2 2026 at 1,000 shares worth $223K. The position accounts for 0.19% of the portfolio, ranked #128.

Alan B. Lancz & Associates first reported a position in WM in Q4 2021 and has held it in 17 quarters since. The position peaked at $317K in Q4 2021. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Alan B. Lancz & Associates held 1,000 shares of Waste Management worth $223K as of Q2 2026.
Alan B. Lancz & Associates left its Waste Management share count unchanged in Q2 2026.
Waste Management made up 0.19% of Alan B. Lancz & Associates's portfolio in Q2 2026, its #128 holding.
Alan B. Lancz & Associates first reported a position in Waste Management in Q4 2021 and has held it in 17 quarters since.
Alan B. Lancz & Associates's Waste Management position peaked at $317K in Q4 2021.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.