Lakeside Advisors
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Lakeside Advisors’s Waste Management WM Stock Holding History

Lakeside 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
Q3 		$3.61M Sell
17,727
-259
-1% -$58K 2.11% 12
2026
Q2 		$4.01M Sell
17,986
-349
-2% -$77.6K 2.52% 12
2026
Q1 		$4.21M Hold
18,335
– – 2.81% 10
2025
Q4 		$4.03M Sell
18,335
-19
-0.1% -$4.05K 2.58% 10
2025
Q3 		$4.05M Sell
18,354
-499
-3% -$112K 2.56% 9
2025
Q2 		$4.31M Sell
18,853
-729
-4% -$169K 2.78% 9
2025
Q1 		$4.53M Sell
19,582
-300
-2% -$66.4K 3% 7
2024
Q4 		$4.01M Sell
19,882
-299
-1% -$64.2K 2.65% 8
2024
Q3 		$4.19M Hold
20,181
– – 2.63% 9
2024
Q2 		$4.31M Sell
20,181
-770
-4% -$160K 2.8% 7
2024
Q1 		$4.47M Sell
20,951
-342
-2% -$67.2K 2.86% 8
2023
Q4 		$3.81M Sell
21,293
-275
-1% -$46.1K 2.65% 10
2023
Q3 		$3.29M Sell
21,568
-450
-2% -$72.8K 2.52% 11
2023
Q2 		$3.82M Sell
22,018
-100
-0.5% -$16.5K 2.81% 9
2023
Q1 		$3.61M Sell
22,118
-100
-0.5% -$15.3K 2.79% 11
2022
Q4 		$3.49M Sell
22,218
-550
-2% -$88.5K 2.86% 12
2022
Q3 		$3.65M Hold
22,768
– – 3.26% 9
2022
Q2 		$3.48M Buy
22,768
+250
+1% +$39.2K 2.96% 10
2022
Q1 		$3.57M Sell
22,518
-350
-2% -$53.1K 2.69% 10
2021
Q4 		$3.82M Buy
+22,868
New +$3.68M 2.81% 10

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

Lakeside Advisors's WM Position: Q3 2026 in Review

Lakeside Advisors reduced its Waste Management (WM) stake by 1.4% in Q3 2026, selling an estimated $58K and leaving 17,727 shares worth $3.61M. The position accounts for 2.11% of the portfolio, ranked #12.

Lakeside Advisors first reported a position in WM in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.53M in Q1 2025. 1,816 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Lakeside Advisors held 17,727 shares of Waste Management worth $3.61M as of Q3 2026.
  • Lakeside Advisors sold 259 Waste Management shares in Q3 2026, an estimated $58K.
  • Waste Management made up 2.11% of Lakeside Advisors's portfolio in Q3 2026, its #12 holding.
  • Lakeside Advisors first reported a position in Waste Management in Q4 2021 and has held it in 20 quarters since.
  • Lakeside Advisors's Waste Management position peaked at $4.53M in Q1 2025.
  • 1,816 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.