Jamison Private Wealth Management’s Waste Management WM Stock Holding History

Jamison Private 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	$15M	Buy	67,268 +577	+0.9%	+$128K	1.51%	18
2026 Q1	$15.3M	Buy	66,691 +179	+0.3%	+$41.1K	1.86%	11
2025 Q4	$14.6M	Sell	66,512 -125	-0.2%	-$26.6K	1.78%	16
2025 Q3	$14.7M	Buy	66,637 +323	+0.5%	+$72.7K	1.86%	12
2025 Q2	$15.2M	Sell	66,314 -761	-1%	-$177K	2.18%	8
2025 Q1	$15.5M	Buy	67,075 +136	+0.2%	+$30.1K	2.37%	7
2024 Q4	$13.5M	Buy	66,939 +84	+0.1%	+$18K	1.99%	8
2024 Q3	$13.9M	Buy	66,855 +517	+0.8%	+$108K	2.11%	8
2024 Q2	$14.2M	Sell	66,338 -1,876	-3%	-$390K	2.35%	7
2024 Q1	$14.5M	Sell	68,214 -388	-0.6%	-$76.2K	2.46%	7
2023 Q4	$12.3M	Sell	68,602 -1,345	-2%	-$226K	2.3%	6
2023 Q3	$10.7M	Buy	+69,947	New	+$11.3M	2.2%	6

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

Jamison Private Wealth Management's WM Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Waste Management (WM) stake by 0.87% in Q2 2026, buying an estimated $128K and bringing the position to 67,268 shares worth $15M. The position accounts for 1.51% of the portfolio, ranked #18.

Jamison Private Wealth Management first reported a position in WM in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.5M in Q1 2025. 2,364 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Jamison Private Wealth Management held 67,268 shares of Waste Management worth $15M as of Q2 2026.
Jamison Private Wealth Management bought 577 Waste Management shares in Q2 2026, an estimated $128K.
Waste Management made up 1.51% of Jamison Private Wealth Management's portfolio in Q2 2026, its #18 holding.
Jamison Private Wealth Management first reported a position in Waste Management in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Waste Management position peaked at $15.5M in Q1 2025.
2,364 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.