Kiley Juergens Wealth Management’s Waste Management WM Stock Holding History

Kiley Juergens 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 Q2	$2.17M	Buy	9,753 +393	+4%	+$87.4K	0.34%	56
2026 Q1	$2.15M	Buy	+9,360	New	+$2.15M	0.38%	49
2018 Q4	–	Sell	-1,229	Closed	-$111K	–	660
2018 Q3	$111K	Hold	1,229	–	–	0.08%	145
2018 Q2	$100K	Buy	+1,229	New	+$102K	0.09%	133
2018 Q1	–	Sell	-1,228	Closed	-$106K	–	611
2017 Q4	$106K	Buy	+1,228	New	+$100K	0.1%	123

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Kiley Juergens Wealth Management's WM Position: Q2 2026 in Review

Kiley Juergens Wealth Management increased its Waste Management (WM) stake by 4.2% in Q2 2026, buying an estimated $87.4K and bringing the position to 9,753 shares worth $2.17M. The position accounts for 0.34% of the portfolio, ranked #56.

Kiley Juergens Wealth Management first reported a position in WM in Q4 2017 and has held it in 5 quarters since. 2,368 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Kiley Juergens Wealth Management held 9,753 shares of Waste Management worth $2.17M as of Q2 2026.
Kiley Juergens Wealth Management bought 393 Waste Management shares in Q2 2026, an estimated $87.4K.
Waste Management made up 0.34% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #56 holding.
Kiley Juergens Wealth Management first reported a position in Waste Management in Q4 2017 and has held it in 5 quarters since.
2,368 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.