JAG
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Journey Advisory Group’s Waste Management WM Stock Holding History

Journey Advisory Group’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 		$8.44M Buy
36,723
+261
+0.7% +$60K 0.72% 37
2025
Q4 		$8.01M Sell
36,462
-2,847
-7% -$607K 0.67% 38
2025
Q3 		$8.68M Buy
39,309
+1,087
+3% +$245K 0.64% 39
2025
Q2 		$8.75M Buy
38,222
+251
+0.7% +$58.2K 0.68% 35
2025
Q1 		$8.79M Buy
37,971
+3,170
+9% +$702K 0.72% 34
2024
Q4 		$7.42M Hold
34,801
– – 0.89% 33
2024
Q3 		$7.42M Hold
34,801
– – 0.89% 33
2024
Q2 		$7.42M Buy
34,801
+901
+3% +$187K 0.89% 33
2024
Q1 		$7.23M Buy
33,900
+1,006
+3% +$198K 0.89% 31
2023
Q4 		$5.89M Sell
32,894
-117
-0.4% -$19.6K 0.8% 36
2023
Q3 		$5.03M Buy
33,011
+932
+3% +$151K 0.75% 39
2023
Q2 		$5.56M Buy
32,079
+1,857
+6% +$307K 0.83% 37
2023
Q1 		$4.93M Buy
30,222
+6,918
+30% +$1.06M 0.77% 36
2022
Q4 		$3.66M Buy
23,304
+2,555
+12% +$411K 0.91% 28
2022
Q3 		$3.32M Buy
20,749
+1,540
+8% +$254K 0.85% 24
2022
Q2 		$3.14M Buy
19,209
+9,993
+108% +$1.57M 0.72% 35
2022
Q1 		$1.46M Buy
9,216
+1,603
+21% +$243K 0.37% 64
2021
Q4 		$1.27M Buy
7,613
+2,269
+42% +$365K 0.35% 69
2021
Q3 		$798K Buy
5,344
+1,668
+45% +$250K 0.26% 88
2021
Q2 		$515K Buy
3,676
+1,571
+75% +$217K 0.16% 117
2021
Q1 		$272K Buy
+2,105
New +$246K 0.1% 163

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

Journey Advisory Group's WM Position: Q1 2026 in Review

Journey Advisory Group increased its Waste Management (WM) stake by 0.72% in Q1 2026, buying an estimated $60K and bringing the position to 36,723 shares worth $8.44M. The position accounts for 0.72% of the portfolio, ranked #37.

Journey Advisory Group first reported a position in WM in Q1 2021 and has held it in 21 quarters since. The position peaked at $8.79M in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Journey Advisory Group held 36,723 shares of Waste Management worth $8.44M as of Q1 2026.
  • Journey Advisory Group bought 261 Waste Management shares in Q1 2026, an estimated $60K.
  • Waste Management made up 0.72% of Journey Advisory Group's portfolio in Q1 2026, its #37 holding.
  • Journey Advisory Group first reported a position in Waste Management in Q1 2021 and has held it in 21 quarters since.
  • Journey Advisory Group's Waste Management position peaked at $8.79M in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.