JF
WM icon

JSF Financial’s Waste Management WM Stock Holding History

JSF Financial’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
2025
Q3 		– Sell
-5,229
Closed -$1.2M – 139
2025
Q2 		$1.2M Buy
5,229
+509
+11% +$118K 0.28% 54
2025
Q1 		$1.09M Buy
+4,720
New +$1.05M 0.29% 50
2023
Q3 		– Sell
-3,215
Closed -$558K – 117
2023
Q2 		$558K Buy
+3,215
New +$531K 0.2% 60
2022
Q4 		– Sell
-3,861
Closed -$619K – 129
2022
Q3 		$619K Buy
3,861
+197
+5% +$32.5K 0.23% 50
2022
Q2 		$561K Buy
3,664
+319
+10% +$50K 0.25% 53
2022
Q1 		$530K Buy
+3,345
New +$507K 0.23% 60

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return