LMG Wealth Partners’s Waste Management WM Stock Holding History

LMG Wealth Partners’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	$356K	Buy	1,551 +5	+0.3%	+$1.15K	0.07%	125
2025 Q4	$340K	Buy	1,546 +13	+0.8%	+$2.77K	0.06%	124
2025 Q3	$338K	Buy	1,533 +5	+0.3%	+$1.13K	0.06%	123
2025 Q2	$350K	Buy	1,528 +5	+0.3%	+$1.16K	0.07%	113
2025 Q1	$353K	Buy	1,523 +5	+0.3%	+$1.11K	0.08%	109
2024 Q4	$306K	Buy	1,518 +5	+0.3%	+$1.07K	0.07%	110
2024 Q3	$314K	Sell	1,513 -6,767	-82%	-$1.41M	0.07%	101
2024 Q2	$1.77M	Buy	8,280 +203	+3%	+$42.2K	0.44%	55
2024 Q1	$1.72M	Buy	8,077 +642	+9%	+$126K	0.43%	57
2023 Q4	$1.33M	Buy	7,435 +657	+10%	+$110K	0.37%	61
2023 Q3	$1.03M	Buy	6,778 +695	+11%	+$112K	0.31%	63
2023 Q2	$1.05M	Buy	6,083 +342	+6%	+$56.5K	0.32%	58
2023 Q1	$937K	Buy	5,741 +520	+10%	+$79.6K	0.3%	66
2022 Q4	$806K	Buy	+5,221	New	+$840K	0.27%	64

Other funds holding WM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LMG Wealth Partners's WM Position: Q1 2026 in Review

LMG Wealth Partners increased its Waste Management (WM) stake by 0.32% in Q1 2026, buying an estimated $1.15K and bringing the position to 1,551 shares worth $356K. The position accounts for 0.07% of the portfolio, ranked #125.

LMG Wealth Partners first reported a position in WM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.77M in Q2 2024. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

LMG Wealth Partners held 1,551 shares of Waste Management worth $356K as of Q1 2026.
LMG Wealth Partners bought 5 Waste Management shares in Q1 2026, an estimated $1.15K.
Waste Management made up 0.07% of LMG Wealth Partners's portfolio in Q1 2026, its #125 holding.
LMG Wealth Partners first reported a position in Waste Management in Q4 2022 and has held it in 14 quarters since.
LMG Wealth Partners's Waste Management position peaked at $1.77M in Q2 2024.
2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.