JWM
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Jeppson Wealth Management’s Waste Management WM Stock Holding History

Jeppson 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 		$529K Buy
2,372
+498
+27% +$111K 0.16% 130
2026
Q1 		$431K Hold
1,874
– – 0.14% 139
2025
Q4 		$412K Sell
1,874
-218
-10% -$46.5K 0.13% 140
2025
Q3 		$462K Hold
2,092
– – 0.15% 131
2025
Q2 		$479K Sell
2,092
-785
-27% -$182K 0.17% 124
2025
Q1 		$666K Hold
2,877
– – 0.24% 96
2024
Q4 		$581K Sell
2,877
-25
-0.9% -$5.37K 0.21% 109
2024
Q3 		$602K Hold
2,902
– – 0.22% 107
2024
Q2 		$619K Sell
2,902
-75
-3% -$15.6K 0.24% 94
2024
Q1 		$635K Sell
2,977
-12
-0.4% -$2.36K 0.25% 96
2023
Q4 		$535K Buy
2,989
+225
+8% +$37.7K 0.22% 104
2023
Q3 		$421K Sell
2,764
-1,588
-36% -$257K 0.19% 117
2023
Q2 		$755K Hold
4,352
– – 0.33% 78
2023
Q1 		$710K Sell
4,352
-520
-11% -$79.6K 0.31% 81
2022
Q4 		$764K Hold
4,872
– – 0.32% 69
2022
Q3 		$781K Hold
4,872
– – 0.35% 65
2022
Q2 		$745K Buy
4,872
+444
+10% +$69.5K 0.32% 72
2022
Q1 		$701K Sell
4,428
-8
-0.2% -$1.21K 0.33% 74
2021
Q4 		$740K Hold
4,436
– – 0.36% 68
2021
Q3 		$662K Sell
4,436
-50
-1% -$7.48K 0.35% 68
2021
Q2 		$628K Hold
4,486
– – 0.34% 71
2021
Q1 		$578K Sell
4,486
-5
-0.1% -$584 0.34% 68
2020
Q4 		$530K Buy
4,491
+40
+0.9% +$4.66K 0.35% 67
2020
Q3 		$504K Buy
+4,451
New +$492K 0.39% 64

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Jeppson Wealth Management's WM Position: Q2 2026 in Review

Jeppson Wealth Management increased its Waste Management (WM) stake by 27% in Q2 2026, buying an estimated $111K and bringing the position to 2,372 shares worth $529K. The position accounts for 0.16% of the portfolio, ranked #130.

Jeppson Wealth Management first reported a position in WM in Q3 2020 and has held it in 24 quarters since. The position peaked at $781K in Q3 2022. 2,372 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Jeppson Wealth Management held 2,372 shares of Waste Management worth $529K as of Q2 2026.
  • Jeppson Wealth Management bought 498 Waste Management shares in Q2 2026, an estimated $111K.
  • Waste Management made up 0.16% of Jeppson Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Jeppson Wealth Management first reported a position in Waste Management in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's Waste Management position peaked at $781K in Q3 2022.
  • 2,372 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.