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 $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 $3.38T AUM 44.17% 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. 2,378 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.
  • 2,378 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.