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

JGP 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 		$1.99M Sell
8,911
-169
-2% -$37.6K 0.18% 73
2026
Q1 		$2.09M Buy
9,080
+161
+2% +$37K 0.22% 70
2025
Q4 		$1.96M Sell
8,919
-408
-4% -$87K 0.2% 72
2025
Q3 		$2.02M Sell
9,327
-137
-1% -$30.9K 0.22% 67
2025
Q2 		$2.17M Buy
9,464
+365
+4% +$84.7K 0.26% 61
2025
Q1 		$2.11M Buy
9,099
+150
+2% +$33.2K 0.28% 57
2024
Q4 		$1.81M Buy
8,949
+120
+1% +$25.8K 0.23% 64
2024
Q3 		$1.83M Sell
8,829
-104
-1% -$21.7K 0.24% 63
2024
Q2 		$1.91M Sell
8,933
-367
-4% -$76.3K 0.27% 60
2024
Q1 		$1.98M Sell
9,300
-252
-3% -$49.5K 0.29% 61
2023
Q4 		$1.71M Sell
9,552
-467
-5% -$78.3K 0.25% 62
2023
Q3 		$1.53M Buy
10,019
+72
+0.7% +$11.7K 0.26% 68
2023
Q2 		$1.73M Buy
9,947
+449
+5% +$74.2K 0.28% 62
2023
Q1 		$1.55M Buy
9,498
+352
+4% +$53.9K 0.27% 64
2022
Q4 		$1.43M Buy
9,146
+464
+5% +$74.7K 0.26% 69
2022
Q3 		$1.35M Buy
8,682
+171
+2% +$28.2K 0.28% 62
2022
Q2 		$1.31M Buy
8,511
+176
+2% +$27.6K 0.27% 66
2022
Q1 		$1.38M Sell
8,335
-149
-2% -$22.6K 0.25% 69
2021
Q4 		$1.37M Buy
8,484
+291
+4% +$46.8K 0.26% 66
2021
Q3 		$1.22M Sell
8,193
-3
-0% -$449 0.26% 67
2021
Q2 		$1.15M Sell
8,196
-980
-11% -$135K 0.25% 69
2021
Q1 		$1.18M Sell
9,176
-2
-0% -$234 0.27% 67
2020
Q4 		$1.04M Sell
9,178
-39
-0.4% -$4.55K 0.24% 66
2020
Q3 		$1.05M Sell
9,217
-46
-0.5% -$5.08K 0.28% 63
2020
Q2 		$955K Sell
9,263
-304
-3% -$30.7K 0.28% 63
2020
Q1 		$915K Sell
9,567
-448
-4% -$51.4K 0.32% 68
2019
Q4 		$1.16M Sell
10,015
-62
-0.6% -$7K 0.34% 68
2019
Q3 		$1.16M Sell
10,077
-171
-2% -$20K 0.4% 65
2019
Q2 		$1.18M Sell
10,248
-172
-2% -$18.7K 0.42% 65
2019
Q1 		$1.08M Sell
10,420
-991
-9% -$96.7K 0.41% 66
2018
Q4 		$1.01M Sell
11,411
-163
-1% -$14.6K 0.42% 68
2018
Q3 		$1.05M Sell
11,574
-620
-5% -$55K 0.42% 71
2018
Q2 		$992K Buy
+12,194
New +$1.01M 0.41% 73

Other funds holding WM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

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

JGP Wealth Management reduced its Waste Management (WM) stake by 1.9% in Q2 2026, selling an estimated $37.6K and leaving 8,911 shares worth $1.99M. The position accounts for 0.18% of the portfolio, ranked #73.

JGP Wealth Management first reported a position in WM in Q2 2018 and has held it in 33 quarters since. The position peaked at $2.17M in Q2 2025. 809 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • JGP Wealth Management held 8,911 shares of Waste Management worth $1.99M as of Q2 2026.
  • JGP Wealth Management sold 169 Waste Management shares in Q2 2026, an estimated $37.6K.
  • Waste Management made up 0.18% of JGP Wealth Management's portfolio in Q2 2026, its #73 holding.
  • JGP Wealth Management first reported a position in Waste Management in Q2 2018 and has held it in 33 quarters since.
  • JGP Wealth Management's Waste Management position peaked at $2.17M in Q2 2025.
  • 809 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.