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JFS Wealth Advisors’s Waste Management WM Stock Holding History

JFS Wealth Advisors’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 		$345K Sell
1,548
-64
-4% -$14.2K 0.02% 273
2026
Q1 		$370K Sell
1,612
-78
-5% -$17.9K 0.02% 256
2025
Q4 		$371K Buy
1,690
+162
+11% +$34.5K 0.02% 250
2025
Q3 		$337K Sell
1,528
-52
-3% -$11.7K 0.02% 264
2025
Q2 		$361K Buy
1,580
+1,001
+173% +$232K 0.02% 238
2025
Q1 		$134K Buy
579
+214
+59% +$47.4K 0.01% 339
2024
Q4 		$73.7K Buy
365
+1
+0.3% +$215 0.01% 398
2024
Q3 		$75.6K Buy
364
+133
+58% +$27.7K 0.01% 404
2024
Q2 		$49.3K Sell
231
-3
-1% -$624 ﹤0.01% 415
2024
Q1 		$49.9K Buy
234
+23
+11% +$4.52K ﹤0.01% 426
2023
Q4 		$37.8K Buy
211
+26
+14% +$4.36K ﹤0.01% 456
2023
Q3 		$28.2K Buy
185
+2
+1% +$324 ﹤0.01% 469
2023
Q2 		$31.7K Sell
183
-6
-3% -$992 ﹤0.01% 439
2023
Q1 		$30.8K Hold
189
– – ﹤0.01% 439
2022
Q4 		$29.6K Sell
189
-540
-74% -$86.9K ﹤0.01% 448
2022
Q3 		$117K Sell
729
-23
-3% -$3.8K 0.01% 266
2022
Q2 		$115K Buy
752
+64
+9% +$10K 0.01% 267
2022
Q1 		$109K Buy
688
+65
+10% +$9.85K 0.01% 292
2021
Q4 		$104K Buy
623
+33
+6% +$5.31K 0.01% 298
2021
Q3 		$88K Buy
590
+537
+1,013% +$80.4K 0.01% 334
2021
Q2 		$7K Hold
53
– – ﹤0.01% 478
2021
Q1 		$7K Hold
53
– – ﹤0.01% 450
2020
Q4 		$6K Buy
+53
New +$6.18K ﹤0.01% 461
2015
Q3 		– Sell
-225
Closed -$10K – 578
2015
Q2 		$10K Hold
225
– – 0.01% 364
2015
Q1 		$12K Sell
225
-8
-3% -$426 0.01% 344
2014
Q4 		$12K Sell
233
-45
-16% -$2.19K ﹤0.01% 357
2014
Q3 		$13K Buy
278
+42
+18% +$1.92K ﹤0.01% 311
2014
Q2 		$11K Buy
+236
New +$10.3K ﹤0.01% 324

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

JFS Wealth Advisors's WM Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Waste Management (WM) stake by 4% in Q2 2026, selling an estimated $14.2K and leaving 1,548 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #273.

JFS Wealth Advisors first reported a position in WM in Q2 2014 and has held it in 28 quarters since. The position peaked at $371K in Q4 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • JFS Wealth Advisors held 1,548 shares of Waste Management worth $345K as of Q2 2026.
  • JFS Wealth Advisors sold 64 Waste Management shares in Q2 2026, an estimated $14.2K.
  • Waste Management made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #273 holding.
  • JFS Wealth Advisors first reported a position in Waste Management in Q2 2014 and has held it in 28 quarters since.
  • JFS Wealth Advisors's Waste Management position peaked at $371K in Q4 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.