LAM
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Lewis Asset Management’s Waste Management WM Stock Holding History

Lewis Asset Management’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 		$696K Hold
3,123
– – 0.24% 93
2026
Q1 		$718K Buy
3,123
+1
+0% +$230 0.29% 84
2025
Q4 		$686K Buy
3,122
+900
+41% +$192K 0.28% 89
2025
Q3 		$491K Buy
2,222
+1
+0% +$225 0.2% 108
2025
Q2 		$508K Buy
+2,221
New +$515K 0.24% 101

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Lewis Asset Management's WM Position: Q2 2026 in Review

Lewis Asset Management held its Waste Management (WM) position steady in Q2 2026 at 3,123 shares worth $696K. The position accounts for 0.24% of the portfolio, ranked #93.

Lewis Asset Management first reported a position in WM in Q2 2025 and has held it in 5 quarters since. The position peaked at $718K in Q1 2026. 1,052 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Lewis Asset Management held 3,123 shares of Waste Management worth $696K as of Q2 2026.
  • Lewis Asset Management left its Waste Management share count unchanged in Q2 2026.
  • Waste Management made up 0.24% of Lewis Asset Management's portfolio in Q2 2026, its #93 holding.
  • Lewis Asset Management first reported a position in Waste Management in Q2 2025 and has held it in 5 quarters since.
  • Lewis Asset Management's Waste Management position peaked at $718K in Q1 2026.
  • 1,052 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.