Lido Advisors
WM icon

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
2025
Q2 		– Sell
-2,000
Closed -$463K – 1766
2025
Q1 		$463K Hold
2,000
– – ﹤0.01% 1043
2024
Q4 		$404K Hold
2,000
– – ﹤0.01% 1080
2024
Q3 		$415K Buy
+2,000
New +$417K ﹤0.01% 1017
2023
Q1 		– Sell
-800
Closed -$126K – 1261
2022
Q4 		$126K Buy
+800
New +$129K ﹤0.01% 951

Other funds holding WM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Lido Advisors's WM Position: Q1 2026 in Review

Lido Advisors reduced its Waste Management (WM) stake by 0.93% in Q1 2026, selling an estimated $56.1K and leaving 26,106 shares worth $6M. The position accounts for 0.02% of the portfolio, ranked #419.

Lido Advisors first reported a position in WM in Q3 2019 and has held it in 27 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Lido Advisors held 26,106 shares of Waste Management worth $6M as of Q1 2026.
  • Lido Advisors sold 244 Waste Management shares in Q1 2026, an estimated $56.1K.
  • Waste Management made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #419 holding.
  • Lido Advisors first reported a position in Waste Management in Q3 2019 and has held it in 27 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.