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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
Q2 		$345K Sell
1,549
-2
-0.1% -$445 0.06% 138
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
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 $3.38T AUM 44.17% 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

LMG Wealth Partners's WM Position: Q2 2026 in Review

LMG Wealth Partners reduced its Waste Management (WM) stake by 0.13% in Q2 2026, selling an estimated $445 and leaving 1,549 shares worth $345K. The position accounts for 0.06% of the portfolio, ranked #138.

LMG Wealth Partners first reported a position in WM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.77M in Q2 2024. 2,378 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • LMG Wealth Partners held 1,549 shares of Waste Management worth $345K as of Q2 2026.
  • LMG Wealth Partners sold 2 Waste Management shares in Q2 2026, an estimated $445.
  • Waste Management made up 0.06% of LMG Wealth Partners's portfolio in Q2 2026, its #138 holding.
  • LMG Wealth Partners first reported a position in Waste Management in Q4 2022 and has held it in 15 quarters since.
  • LMG Wealth Partners's Waste Management position peaked at $1.77M in Q2 2024.
  • 2,378 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.