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 Q3	$637K	Buy	3,124 +1	+0%	+$224	0.22%	100
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Lewis Asset Management's WM Position: Q3 2026 in Review

Lewis Asset Management increased its Waste Management (WM) stake by 0.03% in Q3 2026, buying an estimated $224 and bringing the position to 3,124 shares worth $637K. The position accounts for 0.22% of the portfolio, ranked #100.

Lewis Asset Management first reported a position in WM in Q2 2025 and has held it in 6 quarters since. The position peaked at $718K in Q1 2026. 1,511 funds tracked by Wall St. Rank hold WM as of Q3 2026.

Lewis Asset Management held 3,124 shares of Waste Management worth $637K as of Q3 2026.
Lewis Asset Management bought 1 Waste Management share in Q3 2026, an estimated $224.
Waste Management made up 0.22% of Lewis Asset Management's portfolio in Q3 2026, its #100 holding.
Lewis Asset Management first reported a position in Waste Management in Q2 2025 and has held it in 6 quarters since.
Lewis Asset Management's Waste Management position peaked at $718K in Q1 2026.
1,511 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Lewis Asset Management's 13F filing for Q3 2026, filed 14 Oct 2026.