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

Jessup 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 		– Sell
-26
Closed -$5.82K – 362
2025
Q4 		$5.82K Buy
+26
New +$5.54K ﹤0.01% 284

Other funds holding WM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
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
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
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 $432B 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

Jessup Wealth Management's WM Position: Q1 2026 in Review

Jessup Wealth Management sold out of Waste Management (WM) in Q1 2026, closing a stake of 26 shares — an estimated $5.82K sold.

Jessup Wealth Management first reported a position in WM in Q4 2025 and held it in 1 quarter. The position peaked at $5.82K in Q4 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Jessup Wealth Management reported no remaining Waste Management position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 26 Waste Management shares in Q1 2026, an estimated $5.82K.
  • Jessup Wealth Management first reported a position in Waste Management in Q4 2025 and held it in 1 quarter.
  • Jessup Wealth Management's Waste Management position peaked at $5.82K in Q4 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.