LSPW
WM icon

Lake Street Private Wealth’s Waste Management WM Stock Holding History

Lake Street Private Wealth’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
2025
Q3 		– Sell
-922
Closed -$211K – 282
2025
Q2 		$211K Buy
+922
New +$214K 0.03% 244
2024
Q3 		– Sell
-1,530
Closed -$326K – 326
2024
Q2 		$326K Buy
1,530
+300
+24% +$62.4K 0.04% 256
2024
Q1 		$262K Sell
1,230
-100
-8% -$19.7K 0.04% 274
2023
Q4 		$238K Sell
1,330
-1
-0.1% -$168 0.04% 275
2023
Q3 		$206K Buy
1,331
+14
+1% +$2.27K 0.04% 265
2023
Q2 		$228K Sell
1,317
-3
-0.2% -$496 0.04% 256
2023
Q1 		$215K Buy
+1,320
New +$202K 0.04% 259

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lake Street Private Wealth's WM Position: Q3 2025 in Review

Lake Street Private Wealth sold out of Waste Management (WM) in Q3 2025, closing a stake of 922 shares — an estimated $211K sold.

Lake Street Private Wealth first reported a position in WM in Q1 2023 and held it in 7 quarters. The position peaked at $326K in Q2 2024. 2,180 funds tracked by Wall St. Rank hold WM as of Q3 2025.

  • Lake Street Private Wealth reported no remaining Waste Management position as of Q3 2025 after selling out during the quarter.
  • Lake Street Private Wealth sold 922 Waste Management shares in Q3 2025, an estimated $211K.
  • Lake Street Private Wealth first reported a position in Waste Management in Q1 2023 and held it in 7 quarters.
  • Lake Street Private Wealth's Waste Management position peaked at $326K in Q2 2024.
  • 2,180 funds tracked by Wall St. Rank held Waste Management as of Q3 2025.

Based on Lake Street Private Wealth's 13F filing for Q3 2025, filed 10 Nov 2025.