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Lowe Brockenbrough & Co’s Waste Management WM Stock Holding History

Lowe Brockenbrough & Co’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 		$216K Sell
939
-1
-0.1% -$230 0.01% 268
2025
Q4 		$207K Sell
940
-83
-8% -$17.7K 0.01% 277
2025
Q3 		$226K Hold
1,023
– – 0.01% 275
2025
Q2 		$234K Sell
1,023
-150
-13% -$34.8K 0.01% 261
2025
Q1 		$272K Buy
1,173
+5
+0.4% +$1.11K 0.02% 244
2024
Q4 		$236K Hold
1,168
– – 0.02% 253
2024
Q3 		$242K Buy
1,168
+110
+10% +$22.9K 0.02% 254
2024
Q2 		$226K Hold
1,058
– – 0.02% 254
2024
Q1 		$226K Sell
1,058
-155
-13% -$30.5K 0.02% 254
2023
Q4 		$217K Buy
+1,213
New +$203K 0.02% 252
2023
Q3 		– Sell
-1,168
Closed -$203K – 272
2023
Q2 		$203K Sell
1,168
-374
-24% -$61.8K 0.02% 267
2023
Q1 		$252K Sell
1,542
-226
-13% -$34.6K 0.02% 246
2022
Q4 		$277K Buy
+1,768
New +$284K 0.02% 235
2022
Q3 		– Sell
-1,360
Closed -$208K – 259
2022
Q2 		$208K Sell
1,360
-175
-11% -$27.4K 0.02% 256
2022
Q1 		$243K Hold
1,535
– – 0.02% 257
2021
Q4 		$256K Hold
1,535
– – 0.02% 236
2021
Q3 		$229K Hold
1,535
– – 0.02% 261
2021
Q2 		$215K Sell
1,535
-78
-5% -$10.8K 0.02% 219
2021
Q1 		$208K Buy
+1,613
New +$189K 0.02% 217
2020
Q1 		– Sell
-1,810
Closed -$206K – 220
2019
Q4 		$206K Hold
1,810
– – 0.03% 211
2019
Q3 		$208K Buy
+1,810
New +$211K 0.03% 208

Other funds holding WM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
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
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
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 $432B 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

Lowe Brockenbrough & Co's WM Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its Waste Management (WM) stake by 0.11% in Q1 2026, selling an estimated $230 and leaving 939 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #268.

Lowe Brockenbrough & Co first reported a position in WM in Q3 2019 and has held it in 21 quarters since. The position peaked at $277K in Q4 2022. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Lowe Brockenbrough & Co held 939 shares of Waste Management worth $216K as of Q1 2026.
  • Lowe Brockenbrough & Co sold 1 Waste Management share in Q1 2026, an estimated $230.
  • Waste Management made up 0.01% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #268 holding.
  • Lowe Brockenbrough & Co first reported a position in Waste Management in Q3 2019 and has held it in 21 quarters since.
  • Lowe Brockenbrough & Co's Waste Management position peaked at $277K in Q4 2022.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.