Lakeshore Financial Planning’s Waste Management WM Stock Holding History

Lakeshore Financial Planning’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	$445K	Sell	1,995 -34	-2%	-$7.56K	0.14%	48
2026 Q1	$466K	Sell	2,029 -1	-0%	-$230	0.17%	40
2025 Q4	$446K	Buy	2,030 +60	+3%	+$12.8K	0.16%	43
2025 Q3	$435K	Buy	1,970 +1	+0.1%	+$225	0.16%	42
2025 Q2	$451K	Buy	1,969 +2	+0.1%	+$464	0.18%	40
2025 Q1	$456K	Hold	1,967	–	–	0.19%	37
2024 Q4	$397K	Buy	1,967 +150	+8%	+$32.2K	0.17%	39
2024 Q3	$377K	Hold	1,817	–	–	0.17%	43
2024 Q2	$388K	Hold	1,817	–	–	0.19%	37
2024 Q1	$387K	Sell	1,817 -1	-0.1%	-$197	0.2%	37
2023 Q4	$326K	Buy	1,818 +2	+0.1%	+$335	0.18%	40
2023 Q3	$277K	Buy	+1,816	New	+$294K	0.16%	46

Other funds holding WM

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Lakeshore Financial Planning's WM Position: Q2 2026 in Review

Lakeshore Financial Planning reduced its Waste Management (WM) stake by 1.7% in Q2 2026, selling an estimated $7.56K and leaving 1,995 shares worth $445K. The position accounts for 0.14% of the portfolio, ranked #48.

Lakeshore Financial Planning first reported a position in WM in Q3 2023 and has held it in 12 quarters since. The position peaked at $466K in Q1 2026. 1,094 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Lakeshore Financial Planning held 1,995 shares of Waste Management worth $445K as of Q2 2026.
Lakeshore Financial Planning sold 34 Waste Management shares in Q2 2026, an estimated $7.56K.
Waste Management made up 0.14% of Lakeshore Financial Planning's portfolio in Q2 2026, its #48 holding.
Lakeshore Financial Planning first reported a position in Waste Management in Q3 2023 and has held it in 12 quarters since.
Lakeshore Financial Planning's Waste Management position peaked at $466K in Q1 2026.
1,094 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.