JNBA Financial Advisors’s Waste Management WM Stock Holding History

JNBA Financial 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 Q1	$23K	Hold	100	–	–	﹤0.01%	405
2025 Q4	$22K	Hold	100	–	–	﹤0.01%	410
2025 Q3	$22.1K	Hold	100	–	–	﹤0.01%	395
2025 Q2	$22.9K	Hold	100	–	–	﹤0.01%	377
2025 Q1	$23.2K	Buy	+100	New	+$22.1K	﹤0.01%	361
2022 Q3	–	Sell	-95	Closed	-$15K	–	761
2022 Q2	$15K	Sell	95 -49	-34%	-$7.67K	﹤0.01%	445
2022 Q1	$23K	Hold	144	–	–	﹤0.01%	386
2021 Q4	$24K	Hold	144	–	–	﹤0.01%	391
2021 Q3	$22K	Hold	144	–	–	﹤0.01%	404
2021 Q2	$20K	Hold	144	–	–	﹤0.01%	404
2021 Q1	$19K	Buy	+144	New	+$16.8K	﹤0.01%	392
2019 Q3	–	Sell	-100	Closed	-$12K	–	708
2019 Q2	$12K	Buy	+100	New	+$10.8K	﹤0.01%	419
2018 Q1	–	Sell	-150	Closed	-$13K	–	509
2017 Q4	$13K	Hold	150	–	–	﹤0.01%	351
2017 Q3	$12K	Hold	150	–	–	﹤0.01%	351
2017 Q2	$11K	Hold	150	–	–	﹤0.01%	350
2017 Q1	$11K	Buy	+150	New	+$10.7K	﹤0.01%	353
2016 Q4	–	Sell	-488	Closed	-$31K	–	1356
2016 Q3	$31K	Buy	+488	New	+$31.9K	﹤0.01%	675

Other funds holding WM

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $34.1B AUM 20.22% 1-Year Est. Return

JNBA Financial Advisors's WM Position: Q1 2026 in Review

JNBA Financial Advisors held its Waste Management (WM) position steady in Q1 2026 at 100 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

JNBA Financial Advisors first reported a position in WM in Q3 2016 and has held it in 17 quarters since. The position peaked at $31K in Q3 2016. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

JNBA Financial Advisors held 100 shares of Waste Management worth $23K as of Q1 2026.
JNBA Financial Advisors left its Waste Management share count unchanged in Q1 2026.
Waste Management made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q1 2026, its #405 holding.
JNBA Financial Advisors first reported a position in Waste Management in Q3 2016 and has held it in 17 quarters since.
JNBA Financial Advisors's Waste Management position peaked at $31K in Q3 2016.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.