Jackson Grant Investment Advisers’s Waste Management WM Stock Holding History

Jackson Grant Investment Advisers’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	$95.2K	Buy	427 +1	+0.2%	+$222	0.03%	162
2026 Q1	$97.8K	Buy	426 +2	+0.5%	+$460	0.03%	161
2025 Q4	$93.3K	Buy	424 +1	+0.2%	+$213	0.03%	163
2025 Q3	$93.5K	Buy	423 +1	+0.2%	+$225	0.03%	159
2025 Q2	$96.6K	Buy	422 +1	+0.2%	+$232	0.04%	147
2025 Q1	$97.5K	Hold	421	–	–	0.04%	144
2024 Q4	$85K	Buy	421 +312	+286%	+$67K	0.03%	148
2024 Q3	$22.6K	Hold	109	–	–	0.01%	221
2024 Q2	$23.3K	Hold	109	–	–	0.01%	221
2024 Q1	$23.2K	Hold	109	–	–	0.01%	217
2023 Q4	$19.5K	Hold	109	–	–	0.01%	220
2023 Q3	$16.6K	Hold	109	–	–	0.01%	231
2023 Q2	$18.9K	Hold	109	–	–	0.01%	228
2023 Q1	$17.8K	Buy	109 +72	+195%	+$11K	0.01%	265
2022 Q4	$5.8K	Hold	37	–	–	﹤0.01%	303
2022 Q3	$6K	Hold	37	–	–	﹤0.01%	319
2022 Q2	$6K	Hold	37	–	–	﹤0.01%	331
2022 Q1	$6K	Buy	+37	New	+$5.61K	﹤0.01%	339
2021 Q4	–	Sell	-37	Closed	-$6K	–	347
2021 Q3	$6K	Hold	37	–	–	﹤0.01%	340
2021 Q2	$5K	Hold	37	–	–	﹤0.01%	358
2021 Q1	$5K	Hold	37	–	–	﹤0.01%	354
2020 Q4	$4K	Hold	37	–	–	﹤0.01%	327
2020 Q3	$4K	Hold	37	–	–	﹤0.01%	214
2020 Q2	$4K	Hold	37	–	–	﹤0.01%	213
2020 Q1	$3K	Hold	37	–	–	﹤0.01%	208
2019 Q4	$4K	Hold	37	–	–	﹤0.01%	214
2019 Q3	$4K	Hold	37	–	–	﹤0.01%	216
2019 Q2	$4K	Hold	37	–	–	﹤0.01%	218
2019 Q1	$4K	Buy	+37	New	+$3.61K	﹤0.01%	217

Other funds holding WM

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Jackson Grant Investment Advisers's WM Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its Waste Management (WM) stake by 0.23% in Q2 2026, buying an estimated $222 and bringing the position to 427 shares worth $95.2K. The position accounts for 0.03% of the portfolio, ranked #162.

Jackson Grant Investment Advisers first reported a position in WM in Q1 2019 and has held it in 29 quarters since. The position peaked at $97.8K in Q1 2026. 1,092 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Jackson Grant Investment Advisers held 427 shares of Waste Management worth $95.2K as of Q2 2026.
Jackson Grant Investment Advisers bought 1 Waste Management share in Q2 2026, an estimated $222.
Waste Management made up 0.03% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #162 holding.
Jackson Grant Investment Advisers first reported a position in Waste Management in Q1 2019 and has held it in 29 quarters since.
Jackson Grant Investment Advisers's Waste Management position peaked at $97.8K in Q1 2026.
1,092 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.