JWM
WM icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $37.4B AUM 35.42% 1-Year Est. Return

Jacksonville Wealth Management's WM Position: Q1 2026 in Review

Jacksonville Wealth Management reduced its Waste Management (WM) stake by 1.5% in Q1 2026, selling an estimated $14.2K and leaving 4,058 shares worth $932K. The position accounts for 0.63% of the portfolio, ranked #30.

Jacksonville Wealth Management first reported a position in WM in Q4 2024 and has held it in 6 quarters since. The position peaked at $980K in Q1 2025. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Jacksonville Wealth Management held 4,058 shares of Waste Management worth $932K as of Q1 2026.
  • Jacksonville Wealth Management sold 62 Waste Management shares in Q1 2026, an estimated $14.2K.
  • Waste Management made up 0.63% of Jacksonville Wealth Management's portfolio in Q1 2026, its #30 holding.
  • Jacksonville Wealth Management first reported a position in Waste Management in Q4 2024 and has held it in 6 quarters since.
  • Jacksonville Wealth Management's Waste Management position peaked at $980K in Q1 2025.
  • 2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Jacksonville Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.