LM Advisors’s Waste Management WM Stock Holding History

LM Advisors’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	–	Sell	-201	Closed	-$914	–	223
2025 Q4	$914	Buy	+201	New	+$42.8K	0.02%	202
2024 Q1	–	Sell	-330	Closed	-$59.1K	–	701
2023 Q4	$59.1K	Buy	+330	New	+$55.3K	0.01%	308

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

LM Advisors's WM Position: Q1 2026 in Review

LM Advisors sold out of Waste Management (WM) in Q1 2026, closing a stake of 201 shares — an estimated $914 sold.

LM Advisors first reported a position in WM in Q4 2023 and held it in 2 quarters. The position peaked at $59.1K in Q4 2023. 2,369 funds tracked by Wall St. Rank hold WM as of Q1 2026.

LM Advisors reported no remaining Waste Management position as of Q1 2026 after selling out during the quarter.
LM Advisors sold 201 Waste Management shares in Q1 2026, an estimated $914.
LM Advisors first reported a position in Waste Management in Q4 2023 and held it in 2 quarters.
LM Advisors's Waste Management position peaked at $59.1K in Q4 2023.
2,369 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on LM Advisors's 13F filing for Q1 2026, filed 14 May 2026.