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 Q3	$789K	Buy	3,869 +2	+0.1%	+$448	0.41%	35
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Jacksonville Wealth Management's WM Position: Q3 2026 in Review

Jacksonville Wealth Management increased its Waste Management (WM) stake by 0.05% in Q3 2026, buying an estimated $448 and bringing the position to 3,869 shares worth $789K. The position accounts for 0.41% of the portfolio, ranked #35.

Jacksonville Wealth Management first reported a position in WM in Q4 2024 and has held it in 8 quarters since. The position peaked at $980K in Q1 2025. 1,465 funds tracked by Wall St. Rank hold WM as of Q3 2026.

Jacksonville Wealth Management held 3,869 shares of Waste Management worth $789K as of Q3 2026.
Jacksonville Wealth Management bought 2 Waste Management shares in Q3 2026, an estimated $448.
Waste Management made up 0.41% of Jacksonville Wealth Management's portfolio in Q3 2026, its #35 holding.
Jacksonville Wealth Management first reported a position in Waste Management in Q4 2024 and has held it in 8 quarters since.
Jacksonville Wealth Management's Waste Management position peaked at $980K in Q1 2025.
1,465 funds tracked by Wall St. Rank held Waste Management as of Q3 2026.

Based on Jacksonville Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.