Lighthouse Financial Services’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.17M Buy
5,231
+58
+1% +$12.9K 0.25% 63
2026
Q1
$1.17M Sell
5,173
-312
-6% -$71.7K 0.27% 62
2025
Q4
$1.21M Buy
+5,485
New +$1.17M 0.28% 60

Other funds holding WM

Lighthouse Financial Services's WM Position: Q2 2026 in Review

Lighthouse Financial Services increased its Waste Management (WM) stake by 1.1% in Q2 2026, buying an estimated $12.9K and bringing the position to 5,231 shares worth $1.17M. The position accounts for 0.25% of the portfolio, ranked #63.

Lighthouse Financial Services first reported a position in WM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.21M in Q4 2025. 2,361 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Lighthouse Financial Services held 5,231 shares of Waste Management worth $1.17M as of Q2 2026.
  • Lighthouse Financial Services bought 58 Waste Management shares in Q2 2026, an estimated $12.9K.
  • Waste Management made up 0.25% of Lighthouse Financial Services's portfolio in Q2 2026, its #63 holding.
  • Lighthouse Financial Services first reported a position in Waste Management in Q4 2025 and has held it in 3 quarters since.
  • Lighthouse Financial Services's Waste Management position peaked at $1.21M in Q4 2025.
  • 2,361 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Lighthouse Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.