LWM Advisory Services’s Waste Connections WCN Stock Holding History

LWM Advisory Services’s Portfolio WCN Stock Details WCN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$491K	Hold	2,948	–	–	0.88%	36
2026 Q1	$478K	Sell	2,948 -75	-2%	-$12.5K	0.51%	43
2025 Q4	$531K	Hold	3,023	–	–	0.31%	46
2025 Q3	$532K	Hold	3,023	–	–	0.31%	52
2025 Q2	$564K	Sell	3,023 -11	-0.4%	-$2.12K	0.39%	44
2025 Q1	$591K	Buy	3,034 +75	+3%	+$13.9K	0.41%	40
2024 Q4	$507K	Sell	2,959 -66	-2%	-$12K	0.35%	49
2024 Q3	$541K	Sell	3,025 -426	-12%	-$77.1K	0.4%	42
2024 Q2	$605K	Sell	3,451 -100	-3%	-$16.7K	0.51%	35
2024 Q1	$611K	Sell	3,551 -4	-0.1%	-$643	0.49%	36
2023 Q4	$531K	Sell	3,555 -86	-2%	-$11.8K	0.47%	38
2023 Q3	$491K	Hold	3,641	–	–	0.53%	33
2023 Q2	$520K	Hold	3,641	–	–	0.55%	33
2023 Q1	$506K	Buy	3,641 +88	+2%	+$11.7K	0.54%	38
2022 Q4	$471K	Sell	3,553 -2,312	-39%	-$314K	0.52%	40
2022 Q3	$795K	Sell	5,865 -54	-0.9%	-$7.36K	0.9%	25
2022 Q2	$733K	Buy	5,919 +115	+2%	+$14.9K	0.88%	25
2022 Q1	$812K	Buy	5,804 +6	+0.1%	+$769	1.01%	21
2021 Q4	$791K	Buy	+5,798	New	+$771K	0.98%	28

Other funds holding WCN

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LWM Advisory Services's WCN Position: Q2 2026 in Review

LWM Advisory Services held its Waste Connections (WCN) position steady in Q2 2026 at 2,948 shares worth $491K. The position accounts for 0.88% of the portfolio, ranked #36.

LWM Advisory Services first reported a position in WCN in Q4 2021 and has held it in 19 quarters since. The position peaked at $812K in Q1 2022. 834 funds tracked by Wall St. Rank hold WCN as of Q2 2026.

LWM Advisory Services held 2,948 shares of Waste Connections worth $491K as of Q2 2026.
LWM Advisory Services left its Waste Connections share count unchanged in Q2 2026.
Waste Connections made up 0.88% of LWM Advisory Services's portfolio in Q2 2026, its #36 holding.
LWM Advisory Services first reported a position in Waste Connections in Q4 2021 and has held it in 19 quarters since.
LWM Advisory Services's Waste Connections position peaked at $812K in Q1 2022.
834 funds tracked by Wall St. Rank held Waste Connections as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.