LF
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Lantz Financial’s Waste Management WM Stock Holding History

Lantz Financial’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 		$850K Sell
3,813
-9
-0.2% -$2K 0.16% 136
2026
Q1 		$878K Buy
3,822
+26
+0.7% +$5.97K 0.18% 126
2025
Q4 		$834K Sell
3,796
-8
-0.2% -$1.71K 0.18% 125
2025
Q3 		$840K Buy
+3,804
New +$857K 0.19% 126

Other funds holding WM

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Lantz Financial's WM Position: Q2 2026 in Review

Lantz Financial reduced its Waste Management (WM) stake by 0.24% in Q2 2026, selling an estimated $2K and leaving 3,813 shares worth $850K. The position accounts for 0.16% of the portfolio, ranked #136.

Lantz Financial first reported a position in WM in Q3 2025 and has held it in 4 quarters since. The position peaked at $878K in Q1 2026. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Lantz Financial held 3,813 shares of Waste Management worth $850K as of Q2 2026.
  • Lantz Financial sold 9 Waste Management shares in Q2 2026, an estimated $2K.
  • Waste Management made up 0.16% of Lantz Financial's portfolio in Q2 2026, its #136 holding.
  • Lantz Financial first reported a position in Waste Management in Q3 2025 and has held it in 4 quarters since.
  • Lantz Financial's Waste Management position peaked at $878K in Q1 2026.
  • 2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.