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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

WM holding history

Waste Management Inc in every 13F filed by EP Wealth Advisors, LLC, 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)
271,016
Value
$60.4M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of WM by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026271,016$60.4M0.2%+21,996+8.8%AddedHolders
Q1 2026249,020$57.2M0.3%+3,071+1.2%AddedHolders
Q4 2025245,949$54.0M0.3%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 2025147,524$33.8M0.2%+14,941+11.3%AddedHolders
Q1 2025132,583$30.7M0.2%+115,327+668.3%AddedHolders
Q4 202417,256$3.48M<0.1%+786+4.8%AddedHolders
Q3 202416,470$3.42M<0.1%+2,704+19.6%AddedHolders
Q2 202413,766$2.94M<0.1%+4,628+50.6%AddedHolders
Q1 20249,138$1.95M<0.1%+264+3.0%AddedHolders
Q4 20238,874$1.59M<0.1%−305−3.3%ReducedHolders
Q3 20239,179$1.40M<0.1%−3,445−27.3%ReducedHolders
Q2 202312,624$1.62M<0.1%−99,561−88.7%ReducedHolders
Q1 2023112,185$4.19M0.1%+102,418+1,048.6%AddedHolders
Q4 20229,767$1.53M<0.1%−1,320−11.9%ReducedHolders
Q3 202211,087$1.78M<0.1%+5,050+83.7%AddedHolders
Q2 20226,037$924.0K<0.1%+2,145+55.1%AddedHolders
Q1 20223,892$617.0K<0.1%−618−13.7%ReducedHolders
Q4 20214,510$753.0K<0.1%−545−10.8%ReducedHolders
Q3 20215,055$755.0K<0.1%−3,607−41.6%ReducedHolders
Q2 20218,662$1.21M<0.1%+4,767+122.4%AddedHolders
Q1 20213,895$503.0K<0.1%––Holders

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