Janney Montgomery Scott’s Waste Management WM Stock Holding History

Janney Montgomery Scott’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	$67.7M	Sell	294,762 -6,345	-2%	-$1.46M	0.17%	133
2025 Q4	$66.2M	Buy	301,107 +30,210	+11%	+$6.44M	0.15%	139
2025 Q3	$59.8M	Buy	270,897 +16,974	+7%	+$3.82M	0.14%	140
2025 Q2	$58.1M	Buy	253,923 +2,675	+1%	+$621K	0.15%	142
2025 Q1	$58.2M	Sell	251,248 -2,787	-1%	-$617K	0.16%	133
2024 Q4	$51.3M	Buy	254,035 +12,577	+5%	+$2.7M	0.14%	149
2024 Q3	$50.1M	Sell	241,458 -9,044	-4%	-$1.89M	0.14%	155
2024 Q2	$53.4M	Sell	250,502 -1,311	-0.5%	-$273K	0.16%	124
2024 Q1	$53.7M	Buy	251,813 +809	+0.3%	+$159K	0.16%	125
2023 Q4	$45M	Sell	251,004 -5,558	-2%	-$932K	0.15%	142
2023 Q3	$39.1M	Buy	256,562 +3,164	+1%	+$512K	0.15%	131
2023 Q2	$43.9M	Sell	253,398 -224	-0.1%	-$37K	0.15%	134
2023 Q1	$41.4M	Sell	253,622 -2,494	-1%	-$382K	0.17%	124
2022 Q4	$40.2M	Sell	256,116 -850	-0.3%	-$137K	0.16%	137
2022 Q3	$41.2M	Buy	256,966 +1,869	+0.7%	+$309K	0.18%	121
2022 Q2	$38.2M	Sell	255,097 -8,032	-3%	-$1.26M	0.17%	122
2022 Q1	$41.7M	Sell	263,129 -3,527	-1%	-$535K	0.18%	123
2021 Q4	$44.5M	Sell	266,656 -1,160	-0.4%	-$187K	0.17%	124
2021 Q3	$40M	Buy	267,816 +3,761	+1%	+$563K	0.17%	128
2021 Q2	$37M	Sell	264,055 -3,463	-1%	-$479K	0.16%	135
2021 Q1	$34.5M	Buy	267,518 +17,926	+7%	+$2.1M	0.17%	137
2020 Q4	$29.4M	Buy	249,592 +8,904	+4%	+$1.04M	0.14%	156
2020 Q3	$27.2M	Buy	240,688 +4,142	+2%	+$458K	0.16%	149
2020 Q2	$25.1M	Buy	236,546 +10,811	+5%	+$1.09M	0.16%	150
2020 Q1	$20.9M	Buy	225,735 +7,993	+4%	+$917K	0.17%	150
2019 Q4	$24.8M	Buy	217,742 +6,028	+3%	+$681K	0.16%	148
2019 Q3	$24.3M	Buy	211,714 +4,984	+2%	+$582K	0.18%	136
2019 Q2	$23.9M	Sell	206,730 -2,036	-1%	-$221K	0.18%	130
2019 Q1	$21.7M	Buy	208,766 +5,333	+3%	+$520K	0.18%	136
2018 Q4	$18.1M	Sell	203,433 -1,848	-0.9%	-$166K	0.17%	135
2018 Q3	$18.5M	Buy	205,281 +3,271	+2%	+$290K	0.16%	140
2018 Q2	$16.4M	Sell	202,010 -1,546	-0.8%	-$128K	0.16%	143
2018 Q1	$17.1M	Buy	203,556 +14,976	+8%	+$1.28M	0.17%	130
2017 Q4	$16.3M	Buy	188,580 +4,835	+3%	+$394K	0.17%	137
2017 Q3	$14.4M	Buy	183,745 +5,370	+3%	+$408K	0.16%	140
2017 Q2	$13.1M	Buy	178,375 +10,734	+6%	+$782K	0.16%	146
2017 Q1	$12.2M	Buy	167,641 +9,554	+6%	+$682K	0.16%	151
2016 Q4	$11.2M	Buy	158,087 +7,266	+5%	+$486K	0.17%	136
2016 Q3	$9.62M	Buy	+150,821	New	+$9.86M	0.17%	140
2016 Q2	–	Sell	-152,278	Closed	-$8.98M	–	1178
2016 Q1	$8.98M	Buy	152,278 +21,520	+16%	+$1.19M	0.24%	101
2015 Q4	$6.98M	Sell	130,758 -1,273	-1%	-$67.6K	0.18%	140
2015 Q3	$6.58M	Sell	132,031 -1,022	-0.8%	-$50.9K	0.19%	135
2015 Q2	$6.17M	Sell	133,053 -4,260	-3%	-$214K	0.13%	195
2015 Q1	$7.45M	Sell	137,313 -2,257	-2%	-$120K	0.14%	179
2014 Q4	$7.16M	Sell	139,570 -918	-0.7%	-$44.7K	0.14%	168
2014 Q3	$6.68M	Buy	140,488 +1,092	+0.8%	+$50K	0.14%	172
2014 Q2	$6.24M	Buy	139,396 +7,534	+6%	+$328K	0.14%	172
2014 Q1	$5.55M	Sell	131,862 -23,732	-15%	-$994K	0.13%	180
2013 Q4	$6.98M	Buy	155,594 +378	+0.2%	+$16.5K	0.18%	122
2013 Q3	$6.4M	Buy	155,216 +102,762	+196%	+$4.28M	0.19%	120
2013 Q2	$2.12M	Buy	+52,454	New	+$2.12M	0.22%	114

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

Janney Montgomery Scott's WM Position: Q1 2026 in Review

Janney Montgomery Scott reduced its Waste Management (WM) stake by 2.1% in Q1 2026, selling an estimated $1.46M and leaving 294,762 shares worth $67.7M. The position accounts for 0.17% of the portfolio, ranked #133.

Janney Montgomery Scott first reported a position in WM in Q2 2013 and has held it in 51 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Janney Montgomery Scott held 294,762 shares of Waste Management worth $67.7M as of Q1 2026.
Janney Montgomery Scott sold 6,345 Waste Management shares in Q1 2026, an estimated $1.46M.
Waste Management made up 0.17% of Janney Montgomery Scott's portfolio in Q1 2026, its #133 holding.
Janney Montgomery Scott first reported a position in Waste Management in Q2 2013 and has held it in 51 quarters since.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.