JWM
WM icon

JPL Wealth Management’s Waste Management WM Stock Holding History

JPL Wealth 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
Q1 		$38.7K Buy
+168
New +$38.6K 0.01% 273
2025
Q4 		– Sell
-136
Closed -$30.1K – 1133
2025
Q3 		$30.1K Buy
+136
New +$30.6K 0.01% 322

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

JPL Wealth Management's WM Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Waste Management (WM) in Q1 2026: 168 shares worth $38.7K. The stake represents 0.01% of the portfolio and ranks #273 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in WM as recently as Q3 2025.

JPL Wealth Management first reported a position in WM in Q3 2025 and has held it in 2 quarters since. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • JPL Wealth Management held 168 shares of Waste Management worth $38.7K as of Q1 2026.
  • Waste Management was a new JPL Wealth Management position in Q1 2026.
  • Waste Management made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #273 holding.
  • JPL Wealth Management first reported a position in Waste Management in Q3 2025 and has held it in 2 quarters since.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.