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LVW Advisors’s Waste Management WM Stock Holding History

LVW Advisors’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 		$254K Buy
1,139
+183
+19% +$40.7K 0.02% 383
2026
Q1 		$220K Buy
+956
New +$220K 0.02% 391

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LVW Advisors's WM Position: Q2 2026 in Review

LVW Advisors increased its Waste Management (WM) stake by 19% in Q2 2026, buying an estimated $40.7K and bringing the position to 1,139 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #383.

LVW Advisors first reported a position in WM in Q1 2026 and has held it in 2 quarters since. 1,029 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • LVW Advisors held 1,139 shares of Waste Management worth $254K as of Q2 2026.
  • LVW Advisors bought 183 Waste Management shares in Q2 2026, an estimated $40.7K.
  • Waste Management made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #383 holding.
  • LVW Advisors first reported a position in Waste Management in Q1 2026 and has held it in 2 quarters since.
  • 1,029 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.