JSW
WM icon

Journey Strategic Wealth’s Waste Management WM Stock Holding History

Journey Strategic Wealth’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 		$1.08M Buy
4,689
+85
+2% +$19.5K 0.03% 170
2025
Q4 		$1.01M Buy
4,604
+1,673
+57% +$357K 0.03% 177
2025
Q3 		$647K Sell
2,931
-1,719
-37% -$387K 0.02% 237
2025
Q2 		$1.06M Buy
4,650
+1,128
+32% +$262K 0.03% 159
2025
Q1 		$815K Buy
3,522
+4
+0.1% +$886 0.03% 158
2024
Q4 		$710K Buy
3,518
+161
+5% +$34.6K 0.03% 165
2024
Q3 		$697K Buy
3,357
+945
+39% +$197K 0.03% 170
2024
Q2 		$515K Buy
2,412
+839
+53% +$174K 0.02% 154
2024
Q1 		$335K Sell
1,573
-79
-5% -$15.5K 0.01% 171
2023
Q4 		$296K Sell
1,652
-8
-0.5% -$1.34K 0.01% 138
2023
Q3 		$253K Hold
1,660
– – 0.01% 138
2023
Q2 		$288K Sell
1,660
-144
-8% -$23.8K 0.01% 125
2023
Q1 		$294K Sell
1,804
-133
-7% -$20.4K 0.03% 160
2022
Q4 		$304K Sell
1,937
-212
-10% -$34.1K 0.04% 138
2022
Q3 		$344K Buy
2,149
+737
+52% +$122K 0.05% 92
2022
Q2 		$216K Sell
1,412
-686
-33% -$107K 0.03% 100
2022
Q1 		$332K Buy
2,098
+238
+13% +$36.1K 0.04% 86
2021
Q4 		$310K Buy
+1,860
New +$299K 0.03% 119

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 Strategic Wealth's WM Position: Q1 2026 in Review

Journey Strategic Wealth increased its Waste Management (WM) stake by 1.8% in Q1 2026, buying an estimated $19.5K and bringing the position to 4,689 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #170.

Journey Strategic Wealth first reported a position in WM in Q4 2021 and has held it in 18 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Journey Strategic Wealth held 4,689 shares of Waste Management worth $1.08M as of Q1 2026.
  • Journey Strategic Wealth bought 85 Waste Management shares in Q1 2026, an estimated $19.5K.
  • Waste Management made up 0.03% of Journey Strategic Wealth's portfolio in Q1 2026, its #170 holding.
  • Journey Strategic Wealth first reported a position in Waste Management in Q4 2021 and has held it in 18 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.