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Livermore
Livermore
ZHEN

Appleton Partners Inc

SEC CIK
0001055290
Latest filing
Jul 21, 2026

WM holding history

Waste Management Inc in every 13F filed by Appleton Partners Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WM overviewAll 13F holders of WMFull Q2 2026 holdings

Shares (Q2 2026)
2,528
Value
$563.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WM by Appleton Partners Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,528$563.0K<0.1%00.0%UnchangedHolders
Q1 20262,528$581.0K<0.1%−20−0.8%ReducedHolders
Q4 20252,548$560.0K<0.1%−109−4.1%ReducedHolders
Q3 20252,657$587.0K<0.1%+25+0.9%AddedHolders
Q2 20252,632$602.0K<0.1%−190−6.7%ReducedHolders
Q1 20252,822$653.0K0.1%−60−2.1%ReducedHolders
Q4 20242,882$582.0K<0.1%+6+0.2%AddedHolders
Q3 20242,876$597.0K<0.1%+34+1.2%AddedHolders
Q2 20242,842$606.0K<0.1%−90−3.1%ReducedHolders
Q1 20242,932$625.0K<0.1%−76−2.5%ReducedHolders
Q4 20233,008$539.0K<0.1%−235−7.2%ReducedHolders
Q3 20233,243$494.0K<0.1%−125−3.7%ReducedHolders
Q2 20233,368$584.0K<0.1%−142−4.0%ReducedHolders
Q1 20233,510$573.0K0.1%−217−5.8%ReducedHolders
Q4 20223,727$585.0K0.1%−105−2.7%ReducedHolders
Q3 20223,832$614.0K0.1%−160−4.0%ReducedHolders
Q2 20223,992$611.0K0.1%−59−1.5%ReducedHolders
Q1 20224,051$642.0K0.1%−46−1.1%ReducedHolders
Q4 20214,097$684.0K0.1%00.0%UnchangedHolders
Q3 20214,097$612.0K0.1%−148−3.5%ReducedHolders
Q2 20214,245$595.0K0.1%00.0%UnchangedHolders
Q1 20214,245$548.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.