LRI Investments, LLC

Position in WM — Waste Management Inc

CIK 2023325 PALM BEACH GARDENS, FL

Position in WM

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$386,919

-$21,646 QoQ

Shares Held

1,736

-2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,628

of 2,337 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

LRI Investments, LLC holds $434,994 across 6 Waste Management names. WM ranks #1 (88.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WM	Waste Management Inc This page	1,736	$386,919
2	GFL	GFL Environmental Inc.	451	$16,591
3	CLH	Clean Harbors Inc	46	$13,742
4	RSG	Republic Services, Inc.	33	$7,031
5	WCN	Waste Connections, Inc.	41	$6,833
6	CWST	Casella Waste Systems Inc	40	$3,878

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$386,919	1,736	-2.4%	Shares	Sole	2026-07-14
2026-03-31	$408,565	1,778	+12.7%	Shares	Sole	2026-04-30
2025-12-31	$346,701	1,578	-5.5%	Shares	Sole	2026-02-04
2025-09-30	$368,784	1,670	-19.4%	Shares	Sole	2025-11-03
2025-06-30	$474,343	2,073	+5.1%	Shares	Sole	2025-07-25
2025-03-31	$456,768	1,973	+13.3%	Shares	Sole	2025-05-01
2024-12-31	$351,518	1,742	0.0%	Shares	Sole	2025-02-14
2024-09-30	$361,639	1,742	0.0%	Shares	Sole	2024-11-15
2024-06-30	$371,637	1,742	0.0%	Shares	Sole	2024-07-24
2024-03-31	$371,306	1,742	—	Shares	Sole	2024-05-21
No filing history on record for this holder in this stock.