LWM Advisory Services’s Waste Management WM Stock Holding History

LWM Advisory Services’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
2025 Q4	–	Sell	-1,582	Closed	-$349K	–	102
2025 Q3	$349K	Buy	1,582 +7	+0.4%	+$1.58K	0.2%	75
2025 Q2	$360K	Hold	1,575	–	–	0.25%	72
2025 Q1	$365K	Buy	1,575 +75	+5%	+$16.6K	0.25%	74
2024 Q4	$303K	Hold	1,500	–	–	0.21%	77
2024 Q3	$311K	Hold	1,500	–	–	0.23%	77
2024 Q2	$320K	Hold	1,500	–	–	0.27%	63
2024 Q1	$320K	Hold	1,500	–	–	0.26%	71
2023 Q4	$269K	Hold	1,500	–	–	0.24%	68
2023 Q3	$229K	Hold	1,500	–	–	0.25%	68
2023 Q2	$260K	Hold	1,500	–	–	0.27%	64
2023 Q1	$245K	Hold	1,500	–	–	0.26%	69
2022 Q4	$235K	Sell	1,500 -466	-24%	-$75K	0.26%	70
2022 Q3	$315K	Buy	1,966 +66	+3%	+$10.9K	0.36%	79
2022 Q2	$291K	Buy	+1,900	New	+$298K	0.35%	84

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $37.4B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LWM Advisory Services's WM Position: Q4 2025 in Review

LWM Advisory Services sold out of Waste Management (WM) in Q4 2025, closing a stake of 1,582 shares — an estimated $349K sold.

LWM Advisory Services first reported a position in WM in Q2 2022 and held it in 14 quarters. The position peaked at $365K in Q1 2025. 2,313 funds tracked by Wall St. Rank hold WM as of Q4 2025.

LWM Advisory Services reported no remaining Waste Management position as of Q4 2025 after selling out during the quarter.
LWM Advisory Services sold 1,582 Waste Management shares in Q4 2025, an estimated $349K.
LWM Advisory Services first reported a position in Waste Management in Q2 2022 and held it in 14 quarters.
LWM Advisory Services's Waste Management position peaked at $365K in Q1 2025.
2,313 funds tracked by Wall St. Rank held Waste Management as of Q4 2025.

Based on LWM Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.