James J. Burns & Company’s Waste Management WM Stock Holding History

James J. Burns & Company’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	–	Sell	-926	Closed	-$203K	–	166
2025 Q4	$203K	Hold	926	–	–	0.03%	157
2025 Q3	$204K	Sell	926 -23	-2%	-$5.18K	0.03%	152
2025 Q2	$217K	Hold	949	–	–	0.04%	144
2025 Q1	$220K	Buy	+949	New	+$210K	0.04%	135

Other funds holding WM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

James J. Burns & Company's WM Position: Q1 2026 in Review

James J. Burns & Company sold out of Waste Management (WM) in Q1 2026, closing a stake of 926 shares — an estimated $203K sold.

James J. Burns & Company first reported a position in WM in Q1 2025 and held it in 4 quarters. The position peaked at $220K in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

James J. Burns & Company reported no remaining Waste Management position as of Q1 2026 after selling out during the quarter.
James J. Burns & Company sold 926 Waste Management shares in Q1 2026, an estimated $203K.
James J. Burns & Company first reported a position in Waste Management in Q1 2025 and held it in 4 quarters.
James J. Burns & Company's Waste Management position peaked at $220K in Q1 2025.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on James J. Burns & Company's 13F filing for Q1 2026, filed 17 Apr 2026.