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LRI Investments’s Waste Management WM Stock Holding History

LRI Investments’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
Q2 		$387K Sell
1,736
-42
-2% -$9.34K 0.03% 216
2026
Q1 		$409K Buy
1,778
+200
+13% +$46K 0.04% 200
2025
Q4 		$347K Sell
1,578
-92
-6% -$19.6K 0.03% 211
2025
Q3 		$369K Sell
1,670
-403
-19% -$90.8K 0.03% 211
2025
Q2 		$474K Buy
2,073
+100
+5% +$23.2K 0.04% 182
2025
Q1 		$457K Buy
1,973
+231
+13% +$51.2K 0.04% 177
2024
Q4 		$352K Hold
1,742
– – 0.03% 183
2024
Q3 		$386K Hold
1,742
– – 0.04% 185
2024
Q2 		$372K Hold
1,742
– – 0.04% 142
2024
Q1 		$371K Buy
+1,742
New +$342K 0.09% 90

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 $3.37T AUM 44.26% 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

LRI Investments's WM Position: Q2 2026 in Review

LRI Investments reduced its Waste Management (WM) stake by 2.4% in Q2 2026, selling an estimated $9.34K and leaving 1,736 shares worth $387K. The position accounts for 0.03% of the portfolio, ranked #216.

LRI Investments first reported a position in WM in Q1 2024 and has held it in 10 quarters since. The position peaked at $474K in Q2 2025. 2,369 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • LRI Investments held 1,736 shares of Waste Management worth $387K as of Q2 2026.
  • LRI Investments sold 42 Waste Management shares in Q2 2026, an estimated $9.34K.
  • Waste Management made up 0.03% of LRI Investments's portfolio in Q2 2026, its #216 holding.
  • LRI Investments first reported a position in Waste Management in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Waste Management position peaked at $474K in Q2 2025.
  • 2,369 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.