LPL Financial’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $237M | Sell |
1,063,787
-30,668
| -3% | -$6.82M | 0.05% | 347 |
|
|
2026
Q1 | $251M | Sell |
1,094,455
-12,322
| -1% | -$2.83M | 0.07% | 287 |
|
|
2025
Q4 | $243M | Buy |
1,106,777
+153,872
| +16% | +$32.8M | 0.07% | 282 |
|
|
2025
Q3 | $210M | Buy |
952,905
+77,295
| +9% | +$17.4M | 0.06% | 294 |
|
|
2025
Q2 | $200M | Buy |
875,610
+29,167
| +3% | +$6.77M | 0.07% | 278 |
|
|
2025
Q1 | $196M | Sell |
846,443
-29,343
| -3% | -$6.5M | 0.08% | 249 |
|
|
2024
Q4 | $177M | Buy |
875,786
+68,816
| +9% | +$14.8M | 0.07% | 247 |
|
|
2024
Q3 | $168M | Buy |
806,970
+39,159
| +5% | +$8.17M | 0.07% | 231 |
|
|
2024
Q2 | $164M | Buy |
767,811
+64,220
| +9% | +$13.3M | 0.08% | 219 |
|
|
2024
Q1 | $150M | Buy |
703,591
+20,309
| +3% | +$3.99M | 0.08% | 222 |
|
|
2023
Q4 | $122M | Buy |
683,282
+39,540
| +6% | +$6.63M | 0.07% | 236 |
|
|
2023
Q3 | $98.1M | Buy |
643,742
+21,831
| +4% | +$3.53M | 0.07% | 251 |
|
|
2023
Q2 | $108M | Buy |
621,911
+4,383
| +0.7% | +$725K | 0.08% | 233 |
|
|
2023
Q1 | $101M | Buy |
617,528
+30,396
| +5% | +$4.66M | 0.08% | 235 |
|
|
2022
Q4 | $92.1M | Buy |
587,132
+22,259
| +4% | +$3.58M | 0.08% | 241 |
|
|
2022
Q3 | $90.5M | Buy |
564,873
+10,219
| +2% | +$1.69M | 0.09% | 212 |
|
|
2022
Q2 | $84.9M | Buy |
554,654
+51,175
| +10% | +$8.02M | 0.08% | 234 |
|
|
2022
Q1 | $79.8M | Sell |
503,479
-1,143
| -0.2% | -$173K | 0.07% | 265 |
|
|
2021
Q4 | $84.2M | Buy |
504,622
+19,676
| +4% | +$3.16M | 0.07% | 259 |
|
|
2021
Q3 | $72.4M | Buy |
484,946
+49,992
| +11% | +$7.48M | 0.07% | 267 |
|
|
2021
Q2 | $60.9M | Buy |
434,954
+13,813
| +3% | +$1.91M | 0.06% | 288 |
|
|
2021
Q1 | $54.3M | Buy |
421,141
+7,581
| +2% | +$886K | 0.06% | 281 |
|
|
2020
Q4 | $48.8M | Buy |
413,560
+17,394
| +4% | +$2.03M | 0.06% | 271 |
|
|
2020
Q3 | $44.8M | Buy |
396,166
+2,635
| +0.7% | +$291K | 0.07% | 249 |
|
|
2020
Q2 | $41.7M | Buy |
393,531
+76,049
| +24% | +$7.68M | 0.07% | 239 |
|
|
2020
Q1 | $29.4M | Buy |
317,482
+12,269
| +4% | +$1.41M | 0.06% | 246 |
|
|
2019
Q4 | $34.8M | Sell |
305,213
-16,507
| -5% | -$1.86M | 0.06% | 245 |
|
|
2019
Q3 | $37M | Buy |
321,720
+9,388
| +3% | +$1.1M | 0.08% | 227 |
|
|
2019
Q2 | $36M | Buy |
312,332
+43,287
| +16% | +$4.7M | 0.08% | 225 |
|
|
2019
Q1 | $28M | Buy |
269,045
+5,835
| +2% | +$569K | 0.06% | 263 |
|
|
2018
Q4 | $23.4M | Buy |
263,210
+3,234
| +1% | +$290K | 0.06% | 255 |
|
|
2018
Q3 | $23.5M | Buy |
259,976
+3,623
| +1% | +$321K | 0.06% | 269 |
|
|
2018
Q2 | $20.9M | Sell |
256,353
-24,153
| -9% | -$2M | 0.05% | 278 |
|
|
2018
Q1 | $23.6M | Buy |
280,506
+18,786
| +7% | +$1.61M | 0.07% | 242 |
|
|
2017
Q4 | $22.6M | Buy |
261,720
+52,585
| +25% | +$4.28M | 0.07% | 231 |
|
|
2017
Q3 | $16.4M | Buy |
209,135
+16,614
| +9% | +$1.26M | 0.06% | 266 |
|
|
2017
Q2 | $14.1M | Buy |
+192,521
| New | +$14M | 0.05% | 290 |
|
|
2017
Q1 | – | Sell |
-191,471
| Closed | -$13.5M | – | 2816 |
|
|
2016
Q4 | $13.5M | Sell |
191,471
-21,250
| -10% | -$1.42M | 0.1% | 168 |
|
|
2016
Q3 | $13.3M | Buy |
212,721
+23,715
| +13% | +$1.55M | 0.13% | 145 |
|
|
2016
Q2 | $12.7M | Sell |
189,006
-180,220
| -49% | -$10.9M | 0.11% | 150 |
|
|
2016
Q1 | $21.5M | Sell |
369,226
-36,766
| -9% | -$2.03M | 0.06% | 264 |
|
|
2015
Q4 | $21.4M | Buy |
405,992
+191,928
| +90% | +$10.2M | 0.06% | 270 |
|
|
2015
Q3 | $11M | Sell |
214,064
-6,003
| -3% | -$299K | 0.06% | 269 |
|
|
2015
Q2 | $10.2M | Sell |
220,067
-5,812
| -3% | -$292K | 0.05% | 314 |
|
|
2015
Q1 | $12.1M | Sell |
225,879
-9,475
| -4% | -$504K | 0.06% | 270 |
|
|
2014
Q4 | $12.1M | Buy |
235,354
+8,895
| +4% | +$433K | 0.07% | 257 |
|
|
2014
Q3 | $10.7M | Buy |
226,459
+1,510
| +0.7% | +$69.2K | 0.06% | 265 |
|
|
2014
Q2 | $10.1M | Buy |
224,949
+23,008
| +11% | +$1M | 0.06% | 276 |
|
|
2014
Q1 | $8.5M | Buy |
201,941
+3,705
| +2% | +$155K | 0.05% | 307 |
|
|
2013
Q4 | $8.89M | Buy |
198,236
+1,810
| +0.9% | +$79.1K | 0.06% | 286 |
|
|
2013
Q3 | $8.2M | Sell |
196,426
-17,870
| -8% | -$745K | 0.05% | 293 |
|
|
2013
Q2 | $8.64M | Buy |
+214,296
| New | +$8.65M | 0.06% | 257 |
|
Other funds holding WM
LPL Financial's WM Position: Q2 2026 in Review
LPL Financial reduced its Waste Management (WM) stake by 2.8% in Q2 2026, selling an estimated $6.82M and leaving 1,063,787 shares worth $237M. The position accounts for 0.05% of the portfolio, ranked #347.
LPL Financial first reported a position in WM in Q2 2013 and has held it in 52 quarters since. The position peaked at $251M in Q1 2026. 2,351 funds tracked by Wall St. Rank hold WM as of Q2 2026.
- LPL Financial held 1,063,787 shares of Waste Management worth $237M as of Q2 2026.
- LPL Financial sold 30,668 Waste Management shares in Q2 2026, an estimated $6.82M.
- Waste Management made up 0.05% of LPL Financial's portfolio in Q2 2026, its #347 holding.
- LPL Financial first reported a position in Waste Management in Q2 2013 and has held it in 52 quarters since.
- LPL Financial's Waste Management position peaked at $251M in Q1 2026.
- 2,351 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.