Lowe Wealth Advisors’s Waste Management WM Stock Holding History

Lowe Wealth 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
2025 Q3	$22.5K	Sell	102 -20	-16%	-$4.5K	0.01%	192
2025 Q2	$27.9K	Hold	122	–	–	0.01%	179
2025 Q1	$28.2K	Hold	122	–	–	0.01%	171
2024 Q4	$24.6K	Buy	122 +20	+20%	+$4.3K	0.01%	170
2024 Q3	$21.2K	Hold	102	–	–	0.01%	164
2024 Q2	$21.8K	Hold	102	–	–	0.01%	165
2024 Q1	$21.7K	Hold	102	–	–	0.01%	158
2023 Q4	$18.3K	Hold	102	–	–	0.01%	164
2023 Q3	$15.5K	Hold	102	–	–	0.01%	168
2023 Q2	$17.7K	Hold	102	–	–	0.01%	169
2023 Q1	$16.6K	Hold	102	–	–	0.01%	166
2022 Q4	$16K	Hold	102	–	–	0.01%	173
2022 Q3	$16K	Hold	102	–	–	0.01%	164
2022 Q2	$16K	Hold	102	–	–	0.01%	154
2022 Q1	$16K	Hold	102	–	–	0.01%	167
2021 Q4	$17K	Hold	102	–	–	0.01%	160
2021 Q3	$15K	Hold	102	–	–	0.01%	160
2021 Q2	$14K	Hold	102	–	–	0.01%	166
2021 Q1	$13K	Hold	102	–	–	0.01%	163
2020 Q4	$12K	Hold	102	–	–	0.01%	168
2020 Q3	$12K	Hold	102	–	–	0.01%	155
2020 Q2	$11K	Hold	102	–	–	0.01%	152
2020 Q1	$9K	Hold	102	–	–	0.01%	157
2019 Q4	$12K	Buy	+102	New	+$11.5K	0.01%	151

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lowe Wealth Advisors's WM Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its Waste Management (WM) stake by 16% in Q3 2025, selling an estimated $4.5K and leaving 102 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #192.

Lowe Wealth Advisors first reported a position in WM in Q4 2019 and has held it in 24 quarters since. The position peaked at $28.2K in Q1 2025. 2,179 funds tracked by Wall St. Rank hold WM as of Q3 2025.

Lowe Wealth Advisors held 102 shares of Waste Management worth $22.5K as of Q3 2025.
Lowe Wealth Advisors sold 20 Waste Management shares in Q3 2025, an estimated $4.5K.
Waste Management made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #192 holding.
Lowe Wealth Advisors first reported a position in Waste Management in Q4 2019 and has held it in 24 quarters since.
Lowe Wealth Advisors's Waste Management position peaked at $28.2K in Q1 2025.
2,179 funds tracked by Wall St. Rank held Waste Management as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.