LI
WM icon

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
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 $5.7T 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 $431B 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