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J. Team Financial’s Waste Management WM Stock Holding History

J. Team Financial’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
Q2 		$1.48M Buy
6,618
+709
+12% +$158K 1.43% 20
2026
Q1 		$1.36M Sell
5,909
-527
-8% -$121K 1.52% 21
2025
Q4 		$1.41M Buy
6,436
+504
+8% +$107K 1.41% 21
2025
Q3 		$1.31M Buy
+5,932
New +$1.34M 1.33% 22

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

J. Team Financial's WM Position: Q2 2026 in Review

J. Team Financial increased its Waste Management (WM) stake by 12% in Q2 2026, buying an estimated $158K and bringing the position to 6,618 shares worth $1.48M. The position accounts for 1.43% of the portfolio, ranked #20.

J. Team Financial first reported a position in WM in Q3 2025 and has held it in 4 quarters since. 1,385 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • J. Team Financial held 6,618 shares of Waste Management worth $1.48M as of Q2 2026.
  • J. Team Financial bought 709 Waste Management shares in Q2 2026, an estimated $158K.
  • Waste Management made up 1.43% of J. Team Financial's portfolio in Q2 2026, its #20 holding.
  • J. Team Financial first reported a position in Waste Management in Q3 2025 and has held it in 4 quarters since.
  • 1,385 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.