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DHJJ Financial Advisors’s Waste Management WM Stock Holding History

DHJJ Financial Advisors’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
Q1 		$48.5K Hold
211
– – 0.02% 405
2025
Q4 		$46.4K Hold
211
– – 0.02% 394
2025
Q3 		$46.6K Hold
211
– – 0.02% 374
2025
Q2 		$48.3K Hold
211
– – 0.02% 349
2025
Q1 		$48.8K Hold
211
– – 0.02% 315
2024
Q4 		$42.6K Hold
211
– – 0.02% 325
2024
Q3 		$43.8K Buy
211
+72
+52% +$15K 0.02% 324
2024
Q2 		$29.7K Hold
139
– – 0.01% 338
2024
Q1 		$29.6K Hold
139
– – 0.01% 326
2023
Q4 		$24.9K Hold
139
– – 0.01% 339
2023
Q3 		$21.2K Buy
+139
New +$22.5K 0.01% 352

Other funds holding WM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

DHJJ Financial Advisors's WM Position: Q1 2026 in Review

DHJJ Financial Advisors held its Waste Management (WM) position steady in Q1 2026 at 211 shares worth $48.5K. The position accounts for 0.02% of the portfolio, ranked #405.

DHJJ Financial Advisors first reported a position in WM in Q3 2023 and has held it in 11 quarters since. The position peaked at $48.8K in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • DHJJ Financial Advisors held 211 shares of Waste Management worth $48.5K as of Q1 2026.
  • DHJJ Financial Advisors left its Waste Management share count unchanged in Q1 2026.
  • Waste Management made up 0.02% of DHJJ Financial Advisors's portfolio in Q1 2026, its #405 holding.
  • DHJJ Financial Advisors first reported a position in Waste Management in Q3 2023 and has held it in 11 quarters since.
  • DHJJ Financial Advisors's Waste Management position peaked at $48.8K in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.