CLA
WM icon

Carnegie Lake Advisors’s Waste Management WM Stock Holding History

Carnegie Lake Advisors’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 		$315K Hold
1,412
– – 0.12% 135
2026
Q1 		$324K Hold
1,412
– – 0.13% 134
2025
Q4 		$310K Hold
1,412
– – 0.12% 132
2025
Q3 		$312K Hold
1,412
– – 0.12% 130
2025
Q2 		$323K Hold
1,412
– – 0.13% 123
2025
Q1 		$327K Hold
1,412
– – 0.13% 119
2024
Q4 		$285K Hold
1,412
– – 0.12% 122
2024
Q3 		$293K Buy
+1,412
New +$295K 0.12% 120

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Carnegie Lake Advisors's WM Position: Q2 2026 in Review

Carnegie Lake Advisors held its Waste Management (WM) position steady in Q2 2026 at 1,412 shares worth $315K. The position accounts for 0.12% of the portfolio, ranked #135.

Carnegie Lake Advisors first reported a position in WM in Q3 2024 and has held it in 8 quarters since. The position peaked at $327K in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Carnegie Lake Advisors held 1,412 shares of Waste Management worth $315K as of Q2 2026.
  • Carnegie Lake Advisors left its Waste Management share count unchanged in Q2 2026.
  • Waste Management made up 0.12% of Carnegie Lake Advisors's portfolio in Q2 2026, its #135 holding.
  • Carnegie Lake Advisors first reported a position in Waste Management in Q3 2024 and has held it in 8 quarters since.
  • Carnegie Lake Advisors's Waste Management position peaked at $327K in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Carnegie Lake Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.