Jones Financial Companies
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Jones Financial Companies’s Waste Management WM Stock Holding History

Jones Financial Companies’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 		$121M Sell
534,667
-77,382
-13% -$17.2M 0.05% 209
2026
Q1 		$138M Buy
612,049
+563,959
+1,173% +$130M 0.07% 156
2025
Q4 		$10.6M Buy
48,090
+11,309
+31% +$2.41M 0.01% 437
2025
Q3 		$8.05M Buy
36,781
+6,512
+22% +$1.47M 0.01% 455
2025
Q2 		$6.91M Buy
30,269
+10,224
+51% +$2.37M 0.01% 424
2025
Q1 		$4.57M Buy
20,045
+5,791
+41% +$1.28M ﹤0.01% 445
2024
Q4 		$2.88M Buy
14,254
+7,342
+106% +$1.58M ﹤0.01% 475
2024
Q3 		$1.42M Buy
6,912
+4,436
+179% +$925K ﹤0.01% 516
2024
Q2 		$528K Buy
2,476
+1,216
+97% +$253K ﹤0.01% 549
2024
Q1 		$268K Buy
1,260
+767
+156% +$151K ﹤0.01% 418
2023
Q4 		$88.3K Sell
493
-107
-18% -$17.9K ﹤0.01% 415
2023
Q3 		$91.5K Buy
600
+177
+42% +$28.6K ﹤0.01% 319
2023
Q2 		$73.4K Buy
423
+31
+8% +$5.13K ﹤0.01% 333
2023
Q1 		$64K Sell
392
-108
-22% -$16.5K ﹤0.01% 337
2022
Q4 		$78K Hold
500
– – ﹤0.01% 315
2022
Q3 		$80K Sell
500
-82
-14% -$13.5K ﹤0.01% 300
2022
Q2 		$89K Buy
582
+82
+16% +$12.8K ﹤0.01% 303
2022
Q1 		$79K Sell
500
-2,124
-81% -$322K ﹤0.01% 318
2021
Q4 		$438K Buy
2,624
+2,089
+390% +$336K ﹤0.01% 194
2021
Q3 		$80K Sell
535
-24
-4% -$3.59K ﹤0.01% 283
2021
Q2 		$78K Buy
559
+388
+227% +$53.6K ﹤0.01% 280
2021
Q1 		$22K Buy
171
+59
+53% +$6.9K ﹤0.01% 450
2020
Q4 		$13K Buy
+112
New +$13.1K ﹤0.01% 407

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

Jones Financial Companies's WM Position: Q2 2026 in Review

Jones Financial Companies reduced its Waste Management (WM) stake by 13% in Q2 2026, selling an estimated $17.2M and leaving 534,667 shares worth $121M. The position accounts for 0.05% of the portfolio, ranked #209.

Jones Financial Companies first reported a position in WM in Q4 2020 and has held it in 23 quarters since. The position peaked at $138M in Q1 2026. 2,351 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Jones Financial Companies held 534,667 shares of Waste Management worth $121M as of Q2 2026.
  • Jones Financial Companies sold 77,382 Waste Management shares in Q2 2026, an estimated $17.2M.
  • Waste Management made up 0.05% of Jones Financial Companies's portfolio in Q2 2026, its #209 holding.
  • Jones Financial Companies first reported a position in Waste Management in Q4 2020 and has held it in 23 quarters since.
  • Jones Financial Companies's Waste Management position peaked at $138M in Q1 2026.
  • 2,351 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.