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LifeSteps Financial’s Waste Management WM Stock Holding History

LifeSteps Financial’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 		$123K Buy
+550
New +$122K 0.06% 134
2024
Q2 		– Sell
-750
Closed -$160K – 421
2024
Q1 		$160K Buy
+750
New +$147K 0.12% 91

Other funds holding WM

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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

LifeSteps Financial's WM Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Waste Management (WM) in Q2 2026: 550 shares worth $123K. The stake represents 0.06% of the portfolio and ranks #134 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in WM as recently as Q1 2024.

LifeSteps Financial first reported a position in WM in Q1 2024 and has held it in 2 quarters since. The position peaked at $160K in Q1 2024. 737 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • LifeSteps Financial held 550 shares of Waste Management worth $123K as of Q2 2026.
  • Waste Management was a new LifeSteps Financial position in Q2 2026.
  • Waste Management made up 0.06% of LifeSteps Financial's portfolio in Q2 2026, its #134 holding.
  • LifeSteps Financial first reported a position in Waste Management in Q1 2024 and has held it in 2 quarters since.
  • LifeSteps Financial's Waste Management position peaked at $160K in Q1 2024.
  • 737 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.