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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
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

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Pictet Asset Management
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

Lakeside Advisors's WM Position: Q2 2026 in Review

Lakeside Advisors reduced its Waste Management (WM) stake by 1.9% in Q2 2026, selling an estimated $77.6K and leaving 17,986 shares worth $4.01M. The position accounts for 2.52% of the portfolio, ranked #12.

Lakeside Advisors first reported a position in WM in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.53M in Q1 2025. 1,317 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Lakeside Advisors held 17,986 shares of Waste Management worth $4.01M as of Q2 2026.
  • Lakeside Advisors sold 349 Waste Management shares in Q2 2026, an estimated $77.6K.
  • Waste Management made up 2.52% of Lakeside Advisors's portfolio in Q2 2026, its #12 holding.
  • Lakeside Advisors first reported a position in Waste Management in Q4 2021 and has held it in 19 quarters since.
  • Lakeside Advisors's Waste Management position peaked at $4.53M in Q1 2025.
  • 1,317 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.