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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
2023-09-30 $277k 1.8k 152.45

More positions owned by Lakeshore Financial Planning

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

View all positions for Lakeshore Financial Planning

Top funds holding Waste Management

Vanguard Group
Bill & Melinda Gates Foundation Trust
Nordea Investment Management Ab
Parnassus Investments
Norges Bank Investment Management
Wells Fargo & Company
Lazard Asset Management
Amundi
Goldman Sachs Group
Bank of America Corporation
Legal & General Group
ClearBridge Advisors
Bank of New York Mellon
Alliancebernstein
Stifel Financial

View all funds holding Waste Management