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 $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

LPL Financial's WM Position: Q1 2026 in Review

LPL Financial reduced its Waste Management (WM) stake by 1.1% in Q1 2026, selling an estimated $2.83M and leaving 1,094,455 shares worth $251M. The position accounts for 0.07% of the portfolio, ranked #287.

LPL Financial first reported a position in WM in Q2 2013 and has held it in 51 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • LPL Financial held 1,094,455 shares of Waste Management worth $251M as of Q1 2026.
  • LPL Financial sold 12,322 Waste Management shares in Q1 2026, an estimated $2.83M.
  • Waste Management made up 0.07% of LPL Financial's portfolio in Q1 2026, its #287 holding.
  • LPL Financial first reported a position in Waste Management in Q2 2013 and has held it in 51 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.