Position in WM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$140,642,739
+$130,076,886 QoQ
Shares Held
612,049
+1172.7% QoQ
Ownership
0.152%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 99.36508351455521.ToString("F0")%
Shared 0.ToString("F0")%
None 0.6349164854447928.ToString("F0")%
Common Shares in WM Over Time
Shares Held
Position Value (USD)
Position in Waste Management
Industrials · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $211,529,146 across 12 Waste Management names. WM ranks #1 (66.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WM |
Waste Management Inc
This page
|
612,049 | $140,642,739 | |
| 2 | RSG |
Republic Services, Inc.
|
127,260 | $27,872,484 | |
| 3 | WCN |
Waste Connections, Inc.
|
110,512 | $17,951,568 | |
| 4 | CLH |
Clean Harbors Inc
|
62,587 | $17,945,569 | |
| 5 | CWST |
Casella Waste Systems Inc
|
82,276 | $6,527,777 | |
| 6 | ONT |
Onterris, Inc.
|
16,322 | $357,288 | |
| 7 | GFL |
GFL Environmental Inc.
|
4,788 | $199,755 | |
| 8 | ABAT |
AMERICAN BATTERY TECHNOLOGY Co
|
9,921 | $27,679 |
All Filings in WM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $140,642,739 | 612,049 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,565,853 | 48,090 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,122,346 | 36,781 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $6,926,152 | 30,269 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,640,617 | 20,045 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $2,876,314 | 14,254 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,434,930 | 6,912 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $528,229 | 2,476 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $268,569 | 1,260 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $88,296 | 493 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $91,464 | 600 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $73,356 | 423 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $63,962 | 392 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $78,440 | 500 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $80,105 | 500 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $89,034 | 582 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $79,250 | 500 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $437,945 | 2,624 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $79,907 | 535 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $78,321 | 559 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $22,062 | 171 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $13,208 | 112 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||