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
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 $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Williams Jones Wealth Management's WM Position: Q1 2026 in Review

Williams Jones Wealth Management increased its Waste Management (WM) stake by 4.8% in Q1 2026, buying an estimated $287K and bringing the position to 27,107 shares worth $6.23M. The position accounts for 0.08% of the portfolio, ranked #122.

Williams Jones Wealth Management first reported a position in WM in Q3 2019 and has held it in 22 quarters since. The position peaked at $9.86M in Q3 2025. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Williams Jones Wealth Management held 27,107 shares of Waste Management worth $6.23M as of Q1 2026.
  • Williams Jones Wealth Management bought 1,249 Waste Management shares in Q1 2026, an estimated $287K.
  • Waste Management made up 0.08% of Williams Jones Wealth Management's portfolio in Q1 2026, its #122 holding.
  • Williams Jones Wealth Management first reported a position in Waste Management in Q3 2019 and has held it in 22 quarters since.
  • Williams Jones Wealth Management's Waste Management position peaked at $9.86M in Q3 2025.
  • 2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.