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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
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 – 586
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 – 407
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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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VCM
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State Street
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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 $34.1B AUM 20.22% 1-Year Est. Return