JDM Financial Group’s Waste Management WM Stock Holding History

JDM Financial Group’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	$11.1K	Hold	50	–	–	﹤0.01%	203
2026 Q1	$11.5K	Hold	50	–	–	﹤0.01%	180
2025 Q4	$11K	Sell	50 -53	-51%	-$11.3K	﹤0.01%	177
2025 Q3	$22.7K	Hold	103	–	–	0.01%	128
2025 Q2	$23.6K	Hold	103	–	–	0.01%	123
2025 Q1	$23.8K	Hold	103	–	–	0.01%	119
2024 Q4	$20.8K	Hold	103	–	–	0.01%	124
2024 Q3	$21.4K	Buy	103 +50	+94%	+$10.4K	0.01%	120
2024 Q2	$11.3K	Hold	53	–	–	0.01%	145
2024 Q1	$11.3K	Hold	53	–	–	0.01%	136
2023 Q4	$9.49K	Hold	53	–	–	0.01%	137
2023 Q3	$8.08K	Hold	53	–	–	0.01%	142
2023 Q2	$9.19K	Hold	53	–	–	0.01%	136
2023 Q1	$8.65K	Hold	53	–	–	0.01%	144
2022 Q4	$8.31K	Buy	+53	New	+$8.53K	0.01%	143

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

JDM Financial Group's WM Position: Q2 2026 in Review

JDM Financial Group held its Waste Management (WM) position steady in Q2 2026 at 50 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

JDM Financial Group first reported a position in WM in Q4 2022 and has held it in 15 quarters since. The position peaked at $23.8K in Q1 2025. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

JDM Financial Group held 50 shares of Waste Management worth $11.1K as of Q2 2026.
JDM Financial Group left its Waste Management share count unchanged in Q2 2026.
Waste Management made up ﹤0.01% of JDM Financial Group's portfolio in Q2 2026, its #203 holding.
JDM Financial Group first reported a position in Waste Management in Q4 2022 and has held it in 15 quarters since.
JDM Financial Group's Waste Management position peaked at $23.8K in Q1 2025.
2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.