J. Derek Lewis & Associates
WM icon

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
Q3 		$224K Hold
1,097
– – 0.04% 184
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

J. Derek Lewis & Associates's WM Position: Q3 2026 in Review

J. Derek Lewis & Associates held its Waste Management (WM) position steady in Q3 2026 at 1,097 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #184.

J. Derek Lewis & Associates first reported a position in WM in Q1 2026 and has held it in 3 quarters since. The position peaked at $245K in Q2 2026. 1,816 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • J. Derek Lewis & Associates held 1,097 shares of Waste Management worth $224K as of Q3 2026.
  • J. Derek Lewis & Associates left its Waste Management share count unchanged in Q3 2026.
  • Waste Management made up 0.04% of J. Derek Lewis & Associates's portfolio in Q3 2026, its #184 holding.
  • J. Derek Lewis & Associates first reported a position in Waste Management in Q1 2026 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's Waste Management position peaked at $245K in Q2 2026.
  • 1,816 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q3 2026, filed 3 Nov 2026.