LPL Financial
WM icon

LPL Financial’s Waste Management WM Stock Holding History

LPL Financial’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 		– Sell
-1,700
Closed -$374K – 6174
2025
Q4 		$374K Sell
1,700
-300
-15% -$63.9K ﹤0.01% 4977
2025
Q3 		$442K Buy
2,000
+900
+82% +$203K ﹤0.01% 4726
2025
Q2 		$252K Sell
1,100
-500
-31% -$116K ﹤0.01% 4907
2025
Q1 		$370K Sell
1,600
-700
-30% -$155K ﹤0.01% 4428
2024
Q4 		$464K Sell
2,300
-100
-4% -$21.5K ﹤0.01% 4162
2024
Q3 		$498K Buy
2,400
+300
+14% +$62.6K ﹤0.01% 4001
2024
Q2 		$448K Buy
2,100
+2,090
+20,900% +$434K ﹤0.01% 3959
2024
Q1 		$213K Buy
+10
New +$1.97K ﹤0.01% 4464
2019
Q2 		– Sell
-23,900
Closed -$2.48M – 3357
2019
Q1 		$2.48M Hold
23,900
– – 0.01% 1078
2018
Q4 		$2.13M Buy
+23,900
New +$2.15M 0.01% 1046
2018
Q3 		– Sell
-22,300
Closed -$1.81M – 3315
2018
Q2 		$1.81M Sell
22,300
-2,300
-9% -$190K ﹤0.01% 1203
2018
Q1 		$2.07M Buy
+24,600
New +$2.11M 0.01% 1103

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

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. 2,378 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.
  • 2,378 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.