LK
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Lumbard & Kellner’s Waste Management WM Stock Holding History

Lumbard & Kellner’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 		$238K Buy
1,067
+117
+12% +$26K 0.07% 101
2026
Q1 		$218K Hold
950
– – 0.08% 96
2025
Q4 		$209K Hold
950
– – 0.07% 99
2025
Q3 		$210K Hold
950
– – 0.08% 95
2025
Q2 		$217K Hold
950
– – 0.09% 84
2025
Q1 		$220K Buy
+950
New +$210K 0.1% 77
2024
Q3 		– Sell
-950
Closed -$203K – 82
2024
Q2 		$203K Hold
950
– – 0.1% 71
2024
Q1 		$202K Buy
+950
New +$187K 0.1% 68
2021
Q4 		– Sell
-1,000
Closed -$149K – 105
2021
Q3 		$149K Buy
+1,000
New +$150K 0.06% 97

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

Lumbard & Kellner's WM Position: Q2 2026 in Review

Lumbard & Kellner increased its Waste Management (WM) stake by 12% in Q2 2026, buying an estimated $26K and bringing the position to 1,067 shares worth $238K. The position accounts for 0.07% of the portfolio, ranked #101.

Lumbard & Kellner first reported a position in WM in Q3 2021 and has held it in 9 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Lumbard & Kellner held 1,067 shares of Waste Management worth $238K as of Q2 2026.
  • Lumbard & Kellner bought 117 Waste Management shares in Q2 2026, an estimated $26K.
  • Waste Management made up 0.07% of Lumbard & Kellner's portfolio in Q2 2026, its #101 holding.
  • Lumbard & Kellner first reported a position in Waste Management in Q3 2021 and has held it in 9 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Lumbard & Kellner's 13F filing for Q2 2026, filed 6 Aug 2026.