WJWM
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Williams Jones Wealth Management’s Waste Management WM Stock Holding History

Williams Jones 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 		$6.27M Buy
28,126
+1,019
+4% +$227K 0.07% 130
2026
Q1 		$6.23M Buy
27,107
+1,249
+5% +$287K 0.08% 122
2025
Q4 		$5.68M Sell
25,858
-18,809
-42% -$4.01M 0.06% 129
2025
Q3 		$9.86M Buy
44,667
+2,979
+7% +$671K 0.11% 99
2025
Q2 		$9.54M Buy
41,688
+3,687
+10% +$855K 0.11% 101
2025
Q1 		$8.8M Sell
38,001
-261
-0.7% -$57.8K 0.11% 106
2024
Q4 		$7.72M Buy
38,262
+987
+3% +$212K 0.09% 115
2024
Q3 		$7.74M Buy
37,275
+7,617
+26% +$1.59M 0.09% 122
2024
Q2 		$6.33M Buy
29,658
+18,837
+174% +$3.92M 0.08% 124
2024
Q1 		$2.31M Buy
10,821
+799
+8% +$157K 0.03% 182
2023
Q4 		$1.79M Buy
10,022
+1,216
+14% +$204K 0.03% 200
2023
Q3 		$1.34M Buy
8,806
+516
+6% +$83.5K 0.02% 228
2023
Q2 		$1.44M Sell
8,290
-83
-1% -$13.7K 0.02% 221
2023
Q1 		$1.37M Buy
8,373
+71
+0.9% +$10.9K 0.02% 235
2022
Q4 		$1.3M Buy
8,302
+599
+8% +$96.4K 0.02% 237
2022
Q3 		$1.23M Buy
7,703
+1,020
+15% +$168K 0.02% 242
2022
Q2 		$1.02M Buy
6,683
+3,251
+95% +$509K 0.02% 271
2022
Q1 		$544K Sell
3,432
-2,670
-44% -$405K 0.01% 338
2021
Q4 		$1.02M Buy
6,102
+195
+3% +$31.4K 0.01% 258
2021
Q3 		$882K Buy
5,907
+2,300
+64% +$344K 0.01% 259
2021
Q2 		$505K Buy
+3,607
New +$499K 0.01% 321
2020
Q1 		– Sell
-1,760
Closed -$201K – 438
2019
Q4 		$201K Hold
1,760
– – ﹤0.01% 411
2019
Q3 		$202K Buy
+1,760
New +$206K ﹤0.01% 397

Other funds holding WM

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Williams Jones Wealth Management's WM Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Waste Management (WM) stake by 3.8% in Q2 2026, buying an estimated $227K and bringing the position to 28,126 shares worth $6.27M. The position accounts for 0.07% of the portfolio, ranked #130.

Williams Jones Wealth Management first reported a position in WM in Q3 2019 and has held it in 23 quarters since. The position peaked at $9.86M in Q3 2025. 2,374 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Williams Jones Wealth Management held 28,126 shares of Waste Management worth $6.27M as of Q2 2026.
  • Williams Jones Wealth Management bought 1,019 Waste Management shares in Q2 2026, an estimated $227K.
  • Waste Management made up 0.07% of Williams Jones Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Williams Jones Wealth Management first reported a position in Waste Management in Q3 2019 and has held it in 23 quarters since.
  • Williams Jones Wealth Management's Waste Management position peaked at $9.86M in Q3 2025.
  • 2,374 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.