Lugano Financial Advisors SA (LFA)’s Waste Management WM Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$16.5K	Hold	72	–	–	0.01%	190
2025 Q4	$15.8K	Hold	72	–	–	0.01%	202
2025 Q3	$15.9K	Hold	72	–	–	0.01%	196
2025 Q2	$16.5K	Buy	+72	New	+$16.7K	0.01%	197
2019 Q2	$17K	Buy	+150	New	+$16.3K	0.01%	126
2019 Q1	–	Sell	-50	Closed	-$5K	–	181
2018 Q4	$5K	Hold	50	–	–	﹤0.01%	157
2018 Q3	$5K	Hold	50	–	–	﹤0.01%	157
2018 Q2	$4K	Buy	+50	New	+$4.14K	﹤0.01%	129

Other funds holding WM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s WM Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) held its Waste Management (WM) position steady in Q1 2026 at 72 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #190.

Lugano Financial Advisors SA (LFA) first reported a position in WM in Q2 2018 and has held it in 8 quarters since. The position peaked at $17K in Q2 2019. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Lugano Financial Advisors SA (LFA) held 72 shares of Waste Management worth $16.5K as of Q1 2026.
Lugano Financial Advisors SA (LFA) left its Waste Management share count unchanged in Q1 2026.
Waste Management made up 0.01% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #190 holding.
Lugano Financial Advisors SA (LFA) first reported a position in Waste Management in Q2 2018 and has held it in 8 quarters since.
Lugano Financial Advisors SA (LFA)'s Waste Management position peaked at $17K in Q2 2019.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.