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Livermore
Livermore
ZHEN

Sequoia Financial Advisors, LLC

SEC CIK
0001599900
Latest filing
Jul 17, 2026

WM holding history

Waste Management Inc in every 13F filed by Sequoia Financial 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)
233,493
Value
$52.0M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of WM by Sequoia Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026233,493$52.0M0.3%+16,917+7.8%AddedHolders
Q1 2026216,576$49.8M0.3%+12,507+6.1%AddedHolders
Q4 2025204,069$44.8M0.3%+9,280+4.8%AddedHolders
Q3 2025194,789$43.0M0.3%+7,522+4.0%AddedHolders
Q2 2025187,267$42.9M0.3%+9,998+5.6%AddedHolders
Q1 2025177,269$41.0M0.3%+2,147+1.2%AddedHolders
Q4 2024175,122$35.3M0.3%+9,397+5.7%AddedHolders
Q3 2024165,725$34.4M0.4%+15,285+10.2%AddedHolders
Q2 2024150,440$32.1M0.4%+81,727+118.9%AddedHolders
Q1 202468,713$14.6M0.2%−4,863−6.6%ReducedHolders
Q4 202373,576$13.2M0.2%+64,162+681.6%AddedHolders
Q3 20239,414$1.44M<0.1%−551−5.5%ReducedHolders
Q2 20239,965$1.73M<0.1%+1,133+12.8%AddedHolders
Q1 20238,832$1.44M<0.1%+343+4.0%AddedHolders
Q4 20228,489$1.33M<0.1%+3,436+68.0%AddedHolders
Q3 20225,053$810.0K<0.1%−87−1.7%ReducedHolders
Q2 20225,140$786.0K<0.1%−709−12.1%ReducedHolders
Q1 20225,849$927.0K<0.1%−146−2.4%ReducedHolders
Q4 20215,995$1.00M<0.1%+3,897+185.7%AddedHolders
Q3 20212,098$313.0K<0.1%−3,719−63.9%ReducedHolders
Q2 20215,817$815.0K<0.1%−127−2.1%ReducedHolders
Q1 20215,944$767.0K<0.1%––Holders

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