LWM
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Lodestone Wealth Management’s Waste Management WM Stock Holding History

Lodestone Wealth Management’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 		$55.1K Buy
247
+18
+8% +$4K 0.02% 301
2026
Q1 		$52.6K Sell
229
-14
-6% -$3.22K 0.02% 290
2025
Q4 		$53.4K Buy
+243
New +$51.8K 0.02% 288

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

Lodestone Wealth Management's WM Position: Q2 2026 in Review

Lodestone Wealth Management increased its Waste Management (WM) stake by 7.9% in Q2 2026, buying an estimated $4K and bringing the position to 247 shares worth $55.1K. The position accounts for 0.02% of the portfolio, ranked #301.

Lodestone Wealth Management first reported a position in WM in Q4 2025 and has held it in 3 quarters since. 2,355 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Lodestone Wealth Management held 247 shares of Waste Management worth $55.1K as of Q2 2026.
  • Lodestone Wealth Management bought 18 Waste Management shares in Q2 2026, an estimated $4K.
  • Waste Management made up 0.02% of Lodestone Wealth Management's portfolio in Q2 2026, its #301 holding.
  • Lodestone Wealth Management first reported a position in Waste Management in Q4 2025 and has held it in 3 quarters since.
  • 2,355 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.