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Journey Retirement Planning & Investment Management’s Waste Management WM Stock Holding History

Journey Retirement Planning & Investment 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 		$715K Buy
3,208
+957
+43% +$213K 0.56% 47
2026
Q1 		$518K Sell
2,251
-4,733
-68% -$1.09M 0.46% 73
2025
Q4 		$1.53M Buy
+6,984
New +$1.49M 0.32% 79

Other funds holding WM

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Journey Retirement Planning & Investment Management's WM Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Waste Management (WM) stake by 43% in Q2 2026, buying an estimated $213K and bringing the position to 3,208 shares worth $715K. The position accounts for 0.56% of the portfolio, ranked #47.

Journey Retirement Planning & Investment Management first reported a position in WM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.53M in Q4 2025. 1,156 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 3,208 shares of Waste Management worth $715K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 957 Waste Management shares in Q2 2026, an estimated $213K.
  • Waste Management made up 0.56% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #47 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Waste Management in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Waste Management position peaked at $1.53M in Q4 2025.
  • 1,156 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.