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J. Derek Lewis & Associates’s Waste Management WM Stock Holding History

J. Derek Lewis & 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 		$245K Buy
1,097
+146
+15% +$32.5K 0.05% 165
2026
Q1 		$219K Buy
+951
New +$219K 0.05% 159

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 $3.38T AUM 44.17% 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

J. Derek Lewis & Associates's WM Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Waste Management (WM) stake by 15% in Q2 2026, buying an estimated $32.5K and bringing the position to 1,097 shares worth $245K. The position accounts for 0.05% of the portfolio, ranked #165.

J. Derek Lewis & Associates first reported a position in WM in Q1 2026 and has held it in 2 quarters since. 2,375 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • J. Derek Lewis & Associates held 1,097 shares of Waste Management worth $245K as of Q2 2026.
  • J. Derek Lewis & Associates bought 146 Waste Management shares in Q2 2026, an estimated $32.5K.
  • Waste Management made up 0.05% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #165 holding.
  • J. Derek Lewis & Associates first reported a position in Waste Management in Q1 2026 and has held it in 2 quarters since.
  • 2,375 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.