LC
WM icon

Lindbrook Capital’s Waste Management WM Stock Holding History

Lindbrook Capital’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
Q1 		$578K Buy
2,495
+50
+2% +$11.1K 0.05% 203
2024
Q4 		$493K Buy
2,445
+21
+0.9% +$4.51K 0.04% 218
2024
Q3 		$503K Sell
2,424
-36
-1% -$7.51K 0.04% 215
2024
Q2 		$525K Buy
2,460
+31
+1% +$6.44K 0.05% 200
2024
Q1 		$518K Buy
2,429
+29
+1% +$5.7K 0.05% 214
2023
Q4 		$430K Buy
2,400
+788
+49% +$132K 0.04% 221
2023
Q3 		$246K Sell
1,612
-113
-7% -$18.3K 0.03% 279
2023
Q2 		$299K Buy
1,725
+152
+10% +$25.1K 0.03% 248
2023
Q1 		$257K Buy
1,573
+8
+0.5% +$1.23K 0.03% 263
2022
Q4 		$246K Sell
1,565
-346
-18% -$55.7K 0.03% 286
2022
Q3 		$306K Buy
1,911
+219
+13% +$36.1K 0.05% 204
2022
Q2 		$259K Buy
1,692
+721
+74% +$113K 0.04% 235
2022
Q1 		$154K Buy
971
+20
+2% +$3.03K 0.02% 352
2021
Q4 		$159K Buy
951
+538
+130% +$86.5K 0.02% 363
2021
Q3 		$62K Buy
413
+17
+4% +$2.54K 0.02% 387
2021
Q2 		$55K Hold
396
– – 0.01% 446
2021
Q1 		$51K Buy
396
+53
+15% +$6.2K 0.01% 443
2020
Q4 		$40K Hold
343
– – 0.01% 474
2020
Q3 		$39K Buy
343
+12
+4% +$1.33K 0.01% 421
2020
Q2 		$35K Sell
331
-91
-22% -$9.19K 0.01% 448
2020
Q1 		$39K Sell
422
-256
-38% -$29.4K 0.01% 382
2019
Q4 		$77K Buy
678
+35
+5% +$3.95K 0.03% 308
2019
Q3 		$74K Hold
643
– – 0.03% 297
2019
Q2 		$74K Hold
643
– – 0.03% 298
2019
Q1 		$66K Hold
643
– – 0.03% 329
2018
Q4 		$57K Buy
+643
New +$57.7K 0.03% 306

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $37.4B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Lindbrook Capital's WM Position: Q1 2025 in Review

Lindbrook Capital increased its Waste Management (WM) stake by 2% in Q1 2025, buying an estimated $11.1K and bringing the position to 2,495 shares worth $578K. The position accounts for 0.05% of the portfolio, ranked #203.

Lindbrook Capital first reported a position in WM in Q4 2018 and has held it in 26 quarters since. 2,203 funds tracked by Wall St. Rank hold WM as of Q1 2025.

  • Lindbrook Capital held 2,495 shares of Waste Management worth $578K as of Q1 2025.
  • Lindbrook Capital bought 50 Waste Management shares in Q1 2025, an estimated $11.1K.
  • Waste Management made up 0.05% of Lindbrook Capital's portfolio in Q1 2025, its #203 holding.
  • Lindbrook Capital first reported a position in Waste Management in Q4 2018 and has held it in 26 quarters since.
  • 2,203 funds tracked by Wall St. Rank held Waste Management as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.