Position in WM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$97,621
+$59,017 QoQ
Shares Held
438
+160.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,087
of 2,337 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in WM Over Time
Shares Held
Position Value (USD)
Position in Waste Management
Industrials · as of Jun 30, 2026JPL Wealth Management, LLC holds $148,010 across 5 Waste Management names. WM ranks #1 (66.0% of the industry book) .
All Filings in WM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,621 | 438 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $38,604 | 168 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $30,032 | 136 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||