Jefferies Financial Group’s Waste Management WM Stock Holding History

Jefferies 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 Q1	$2.23M	Buy	9,711 +8,087	+498%	+$1.86M	0.02%	604
2025 Q4	$357K	Buy	+1,624	New	+$346K	﹤0.01%	1438
2025 Q3	–	Sell	-17,127	Closed	-$3.92M	–	1712
2025 Q2	$3.92M	Buy	17,127 +7,337	+75%	+$1.7M	0.03%	363
2025 Q1	$2.27M	Sell	9,790 -6,168	-39%	-$1.37M	0.02%	534
2024 Q4	$3.22M	Sell	15,958 -9,442	-37%	-$2.03M	0.02%	507
2024 Q3	$5.27M	Buy	25,400 +9,386	+59%	+$1.96M	0.04%	305
2024 Q2	$3.42M	Sell	16,014 -8,396	-34%	-$1.75M	0.04%	398
2024 Q1	$5.2M	Sell	24,410 -6,029	-20%	-$1.18M	0.05%	302
2023 Q4	$5.45M	Buy	30,439 +7,239	+31%	+$1.21M	0.04%	371
2023 Q3	$3.54M	Sell	23,200 -20,200	-47%	-$3.27M	0.03%	440
2023 Q2	$7.53M	Buy	43,400 +14,664	+51%	+$2.42M	0.07%	261
2023 Q1	$4.69M	Buy	+28,736	New	+$4.4M	0.04%	385

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $37.4B AUM 35.42% 1-Year Est. Return

Jefferies Financial Group's WM Position: Q1 2026 in Review

Jefferies Financial Group increased its Waste Management (WM) stake by 498% in Q1 2026, buying an estimated $1.86M and bringing the position to 9,711 shares worth $2.23M. The position accounts for 0.02% of the portfolio, ranked #604.

Jefferies Financial Group first reported a position in WM in Q1 2023 and has held it in 12 quarters since. The position peaked at $7.53M in Q2 2023. 2,360 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Jefferies Financial Group held 9,711 shares of Waste Management worth $2.23M as of Q1 2026.
Jefferies Financial Group bought 8,087 Waste Management shares in Q1 2026, an estimated $1.86M.
Waste Management made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #604 holding.
Jefferies Financial Group first reported a position in Waste Management in Q1 2023 and has held it in 12 quarters since.
Jefferies Financial Group's Waste Management position peaked at $7.53M in Q2 2023.
2,360 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.