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 $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JSF Financial's WM Position: Q3 2025 in Review

JSF Financial sold out of Waste Management (WM) in Q3 2025, closing a stake of 5,229 shares — an estimated $1.2M sold.

JSF Financial first reported a position in WM in Q1 2022 and held it in 6 quarters. The position peaked at $1.2M in Q2 2025. 2,179 funds tracked by Wall St. Rank hold WM as of Q3 2025.

  • JSF Financial reported no remaining Waste Management position as of Q3 2025 after selling out during the quarter.
  • JSF Financial sold 5,229 Waste Management shares in Q3 2025, an estimated $1.2M.
  • JSF Financial first reported a position in Waste Management in Q1 2022 and held it in 6 quarters.
  • JSF Financial's Waste Management position peaked at $1.2M in Q2 2025.
  • 2,179 funds tracked by Wall St. Rank held Waste Management as of Q3 2025.

Based on JSF Financial's 13F filing for Q3 2025, filed 3 Nov 2025.