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Lloyd Advisory Services’s Waste Management WM Stock Holding History

Lloyd Advisory Services’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 		– Sell
-2,063
Closed -$474K – 1020
2026
Q1 		$474K Buy
2,063
+2,048
+13,653% +$471K 0.14% 79
2025
Q4 		$3.3K Buy
+15
New +$3.2K ﹤0.01% 431
2022
Q2 		– Sell
-512
Closed -$81K – 565
2022
Q1 		$81K Buy
512
+166
+48% +$25.2K 0.04% 183
2021
Q4 		$58K Buy
+346
New +$55.6K 0.03% 189
2020
Q3 		– Sell
-308
Closed -$33K – 400
2020
Q2 		$33K Buy
308
+3
+1% +$303 0.02% 134
2020
Q1 		$28K Sell
305
-10
-3% -$1.15K 0.02% 129
2019
Q4 		$36K Buy
+315
New +$35.6K 0.03% 156

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 $3.37T AUM 44.26% 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

Lloyd Advisory Services's WM Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Waste Management (WM) in Q2 2026, closing a stake of 2,063 shares — an estimated $474K sold.

Lloyd Advisory Services first reported a position in WM in Q4 2019 and held it in 7 quarters. The position peaked at $474K in Q1 2026. 2,364 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 2,063 Waste Management shares in Q2 2026, an estimated $474K.
  • Lloyd Advisory Services first reported a position in Waste Management in Q4 2019 and held it in 7 quarters.
  • Lloyd Advisory Services's Waste Management position peaked at $474K in Q1 2026.
  • 2,364 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.