Lyell Wealth Management
WM icon

Lyell Wealth Management’s Waste Management WM Stock Holding History

Lyell Wealth Management’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
Q3 		$11.1M Sell
54,216
-1,345
-2% -$301K 0.66% 45
2026
Q2 		$12.4M Buy
55,561
+8,403
+18% +$1.87M 0.76% 42
2026
Q1 		$10.8M Buy
+47,158
New +$10.8M 0.8% 46

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Mirova US
Mirova US Boston, Massachusetts $9.15B AUM 21.91% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Lyell Wealth Management's WM Position: Q3 2026 in Review

Lyell Wealth Management reduced its Waste Management (WM) stake by 2.4% in Q3 2026, selling an estimated $301K and leaving 54,216 shares worth $11.1M. The position accounts for 0.66% of the portfolio, ranked #45.

Lyell Wealth Management first reported a position in WM in Q1 2026 and has held it in 3 quarters since. The position peaked at $12.4M in Q2 2026. 1,288 funds tracked by Wall St. Rank hold WM as of Q3 2026.

  • Lyell Wealth Management held 54,216 shares of Waste Management worth $11.1M as of Q3 2026.
  • Lyell Wealth Management sold 1,345 Waste Management shares in Q3 2026, an estimated $301K.
  • Waste Management made up 0.66% of Lyell Wealth Management's portfolio in Q3 2026, its #45 holding.
  • Lyell Wealth Management first reported a position in Waste Management in Q1 2026 and has held it in 3 quarters since.
  • Lyell Wealth Management's Waste Management position peaked at $12.4M in Q2 2026.
  • 1,288 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.