Jupiter Wealth Management’s Waste Management WM Stock Holding History

Jupiter 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
2025 Q1	–	Sell	-2,250	Closed	-$454K	–	86
2024 Q4	$454K	Hold	2,250	–	–	0.23%	68
2024 Q3	$467K	Sell	2,250 -250	-10%	-$52.2K	0.24%	68
2024 Q2	$507K	Hold	2,500	–	–	0.27%	62
2024 Q1	$525K	Hold	2,500	–	–	0.28%	62
2023 Q4	$448K	Hold	2,500	–	–	0.26%	65
2023 Q3	$429K	Hold	2,500	–	–	0.28%	59
2023 Q2	$434K	Hold	2,500	–	–	0.37%	49
2023 Q1	$408K	Hold	2,500	–	–	0.38%	44
2022 Q4	$392K	Hold	2,500	–	–	0.38%	43
2022 Q3	$400K	Hold	2,500	–	–	0.4%	46
2022 Q2	$382K	Hold	2,500	–	–	0.35%	48
2022 Q1	$396K	Hold	2,500	–	–	0.25%	66
2021 Q4	$417K	Hold	2,500	–	–	0.22%	64
2021 Q3	$405K	Hold	2,500	–	–	0.19%	70
2021 Q2	$369K	Hold	2,500	–	–	0.18%	73
2021 Q1	$342K	Hold	2,500	–	–	0.17%	68
2020 Q4	$295K	Hold	2,500	–	–	0.18%	65
2020 Q3	$283K	Hold	2,500	–	–	0.2%	54
2020 Q2	$266K	Hold	2,500	–	–	0.13%	67
2020 Q1	$246K	Hold	2,500	–	–	0.14%	64
2019 Q4	$295K	Hold	2,500	–	–	0.14%	70
2019 Q3	$288K	Hold	2,500	–	–	0.15%	68
2019 Q2	$295K	Hold	2,500	–	–	0.15%	69
2019 Q1	$264K	Buy	+2,500	New	+$244K	0.13%	67

Other funds holding WM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Jupiter Wealth Management's WM Position: Q1 2025 in Review

Jupiter Wealth Management sold out of Waste Management (WM) in Q1 2025, closing a stake of 2,250 shares — an estimated $454K sold.

Jupiter Wealth Management first reported a position in WM in Q1 2019 and held it in 24 quarters. The position peaked at $525K in Q1 2024. 2,201 funds tracked by Wall St. Rank hold WM as of Q1 2025.

Jupiter Wealth Management reported no remaining Waste Management position as of Q1 2025 after selling out during the quarter.
Jupiter Wealth Management sold 2,250 Waste Management shares in Q1 2025, an estimated $454K.
Jupiter Wealth Management first reported a position in Waste Management in Q1 2019 and held it in 24 quarters.
Jupiter Wealth Management's Waste Management position peaked at $525K in Q1 2024.
2,201 funds tracked by Wall St. Rank held Waste Management as of Q1 2025.

Based on Jupiter Wealth Management's 13F filing for Q1 2025, filed 20 May 2025.