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Waste Management shares owned by Lakeshore Financial Planning

Quarter-by-quarter ownership of Waste Management (WM) shares owned by Lakeshore Financial Planning from 13F filings

Historical chart of Lakeshore Financial Planning investment in Waste Management

Tip: Access up to 7 years of quarterly data

All positions including Waste Management held by Lakeshore Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Waste Management by Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $377k 1.8k 207.67
2024-06-30 $388k 1.8k 213.41
2024-03-31 $387k 1.8k 213.22
2023-09-30 $277k 1.8k 152.45

More positions owned by Lakeshore Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Select Sector Spdr Tr Financial (XLF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Internatnal Val (DFIV)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Lakeshore Financial Planning

Top funds holding Waste Management

Vanguard Group
Bill & Melinda Gates Foundation Trust
BlackRock
State Street Corporation
Geode Capital Management
Parnassus Investments
Nordea Investment Management Ab
Bank of America Corporation
Goldman Sachs Group
Wells Fargo & Company
Amundi
Ameriprise Financial
Pictet Asset Management Holding SA
Lazard Asset Management
Legal & General Group

View all funds holding Waste Management