Lido Advisors
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Lido Advisors’s Waste Management WM Stock Holding History

Lido 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 		$5.14M Sell
23,068
-3,038
-12% -$676K 0.01% 498
2026
Q1 		$6M Sell
26,106
-244
-0.9% -$56.1K 0.02% 419
2025
Q4 		$5.81M Buy
26,350
+2,765
+12% +$589K 0.02% 429
2025
Q3 		$5.21M Buy
23,585
+1,506
+7% +$339K 0.02% 437
2025
Q2 		$5.05M Buy
22,079
+991
+5% +$230K 0.02% 370
2025
Q1 		$4.88M Buy
21,088
+963
+5% +$213K 0.02% 343
2024
Q4 		$4.06M Buy
20,125
+3,184
+19% +$684K 0.02% 371
2024
Q3 		$3.52M Sell
16,941
-3,089
-15% -$644K 0.02% 358
2024
Q2 		$4.27M Buy
20,030
+4,979
+33% +$1.03M 0.02% 311
2024
Q1 		$3.21M Buy
15,051
+4,639
+45% +$912K 0.02% 343
2023
Q4 		$1.86M Sell
10,412
-1,101
-10% -$185K 0.01% 432
2023
Q3 		$1.76M Buy
11,513
+967
+9% +$156K 0.01% 408
2023
Q2 		$1.83M Buy
10,546
+2,987
+40% +$494K 0.01% 388
2023
Q1 		$1.23M Buy
7,559
+1,770
+31% +$271K 0.01% 430
2022
Q4 		$908K Buy
5,789
+47
+0.8% +$7.56K 0.01% 432
2022
Q3 		$919K Buy
5,742
+178
+3% +$29.4K 0.01% 384
2022
Q2 		$851K Buy
5,564
+189
+4% +$29.6K 0.01% 390
2022
Q1 		$851K Sell
5,375
-4,527
-46% -$686K 0.01% 439
2021
Q4 		$1.65M Sell
9,902
-1,543
-13% -$248K 0.02% 313
2021
Q3 		$1.71M Buy
11,445
+4,179
+58% +$625K 0.02% 293
2021
Q2 		$1.02M Buy
7,266
+69
+1% +$9.54K 0.01% 378
2021
Q1 		$929K Buy
7,197
+5,366
+293% +$627K 0.02% 355
2020
Q4 		$216K Buy
1,831
+17
+0.9% +$1.98K ﹤0.01% 746
2020
Q3 		$205K Sell
1,814
-1,655
-48% -$183K 0.01% 586
2020
Q2 		$367K Sell
3,469
-136
-4% -$13.7K 0.01% 405
2020
Q1 		$334K Buy
3,605
+1,146
+47% +$131K 0.01% 398
2019
Q4 		$280K Sell
2,459
-5
-0.2% -$565 0.01% 524
2019
Q3 		$283K Buy
+2,464
New +$288K 0.01% 463

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

Lido Advisors's WM Position: Q2 2026 in Review

Lido Advisors reduced its Waste Management (WM) stake by 12% in Q2 2026, selling an estimated $676K and leaving 23,068 shares worth $5.14M. The position accounts for 0.01% of the portfolio, ranked #498.

Lido Advisors first reported a position in WM in Q3 2019 and has held it in 28 quarters since. The position peaked at $6M in Q1 2026. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Lido Advisors held 23,068 shares of Waste Management worth $5.14M as of Q2 2026.
  • Lido Advisors sold 3,038 Waste Management shares in Q2 2026, an estimated $676K.
  • Waste Management made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #498 holding.
  • Lido Advisors first reported a position in Waste Management in Q3 2019 and has held it in 28 quarters since.
  • Lido Advisors's Waste Management position peaked at $6M in Q1 2026.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.