Lantz Financial
WM icon

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
Q3 		$771K Sell
3,783
-30
-0.8% -$6.72K 0.14% 139
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% -$1.7K 0.18% 125
2025
Q3 		$840K Buy
+3,804
New +$857K 0.19% 126

Other funds holding WM

Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Lantz Financial's WM Position: Q3 2026 in Review

Lantz Financial reduced its Waste Management (WM) stake by 0.79% in Q3 2026, selling an estimated $6.72K and leaving 3,783 shares worth $771K. The position accounts for 0.14% of the portfolio, ranked #139.

Lantz Financial first reported a position in WM in Q3 2025 and has held it in 5 quarters since. The position peaked at $878K in Q1 2026. 530 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Lantz Financial held 3,783 shares of Waste Management worth $771K as of Q3 2026.
  • Lantz Financial sold 30 Waste Management shares in Q3 2026, an estimated $6.72K.
  • Waste Management made up 0.14% of Lantz Financial's portfolio in Q3 2026, its #139 holding.
  • Lantz Financial first reported a position in Waste Management in Q3 2025 and has held it in 5 quarters since.
  • Lantz Financial's Waste Management position peaked at $878K in Q1 2026.
  • 530 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.