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Glass Jacobson Investment Advisors’s Waste Management WM Stock Holding History

Glass Jacobson Investment 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
2025
Q2 		– Sell
-20
Closed -$4.04K – 859
2025
Q1 		$4.04K Hold
20
– – ﹤0.01% 687
2024
Q4 		$4.04K Buy
+20
New +$4.3K ﹤0.01% 687

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Glass Jacobson Investment Advisors's WM Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Waste Management (WM) in Q2 2025, closing a stake of 20 shares — an estimated $4.04K sold.

Glass Jacobson Investment Advisors first reported a position in WM in Q4 2024 and held it in 2 quarters. The position peaked at $4.04K in Q1 2025. 2,228 funds tracked by Wall St. Rank hold WM as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining Waste Management position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 20 Waste Management shares in Q2 2025, an estimated $4.04K.
  • Glass Jacobson Investment Advisors first reported a position in Waste Management in Q4 2024 and held it in 2 quarters.
  • Glass Jacobson Investment Advisors's Waste Management position peaked at $4.04K in Q1 2025.
  • 2,228 funds tracked by Wall St. Rank held Waste Management as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.