JPWM
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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
Q1 		$15.3M Buy
66,691
+179
+0.3% +$41.1K 1.92% 11
2025
Q4 		$14.6M Sell
66,512
-125
-0.2% -$26.6K 1.82% 16
2025
Q3 		$14.7M Buy
66,637
+323
+0.5% +$72.7K 1.9% 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

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VCM
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State Street
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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 $431B 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 $34.1B AUM 20.22% 1-Year Est. Return