Jacksonville Wealth Management’s Waste Management WM Stock Holding History

Jacksonville Wealth Management’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	$862K	Sell	3,867 -191	-5%	-$42.5K	0.49%	33
2026 Q1	$932K	Sell	4,058 -62	-2%	-$14.2K	0.63%	30
2025 Q4	$905K	Hold	4,120	–	–	0.64%	28
2025 Q3	$910K	Sell	4,120 -120	-3%	-$27K	0.67%	27
2025 Q2	$970K	Buy	4,240 +6	+0.1%	+$1.39K	0.78%	27
2025 Q1	$980K	Sell	4,234 -121	-3%	-$26.8K	0.96%	23
2024 Q4	$879K	Buy	+4,355	New	+$935K	0.82%	26

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Jacksonville Wealth Management's WM Position: Q2 2026 in Review

Jacksonville Wealth Management reduced its Waste Management (WM) stake by 4.7% in Q2 2026, selling an estimated $42.5K and leaving 3,867 shares worth $862K. The position accounts for 0.49% of the portfolio, ranked #33.

Jacksonville Wealth Management first reported a position in WM in Q4 2024 and has held it in 7 quarters since. The position peaked at $980K in Q1 2025. 2,372 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Jacksonville Wealth Management held 3,867 shares of Waste Management worth $862K as of Q2 2026.
Jacksonville Wealth Management sold 191 Waste Management shares in Q2 2026, an estimated $42.5K.
Waste Management made up 0.49% of Jacksonville Wealth Management's portfolio in Q2 2026, its #33 holding.
Jacksonville Wealth Management first reported a position in Waste Management in Q4 2024 and has held it in 7 quarters since.
Jacksonville Wealth Management's Waste Management position peaked at $980K in Q1 2025.
2,372 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Jacksonville Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.