Boston Private Wealth LLC

SEC CIK: 0001626116
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

WM holding history

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

WM overview All 13F holders of WM Full Q2 2026 holdings

Shares (Q2 2026): 15,504
Value: $3.46M
% of portfolio: 0.2%
Quarters held: 21; Since Q1 2021

Holdings of WM by Boston Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	15,504	$3.46M	0.2%	−2,787−15.2%	Reduced	Holders
Q1 2026	18,291	$4.20M	0.3%	−3,607−16.5%	Reduced	Holders
Q4 2025	21,898	$4.81M	0.3%	−4,891−18.3%	Reduced	Holders
Q3 2025	26,789	$5.92M	0.3%	+108+0.4%	Added	Holders
Q2 2025	26,681	$6.11M	0.3%	−2,444−8.4%	Reduced	Holders
Q1 2025	29,125	$6.74M	0.3%	−3,024−9.4%	Reduced	Holders
Q4 2024	32,149	$6.49M	0.1%	+32,149	New	Holders
Q3 2024	0	$0	0.0%	−33,227−100.0%	Sold out	Holders
Q2 2024	33,227	$7.09M	0.2%	−1,511−4.3%	Reduced	Holders
Q1 2024	34,738	$7.40M	0.2%	+696+2.0%	Added	Holders
Q4 2023	34,042	$6.10M	0.1%	−2,849−7.7%	Reduced	Holders
Q3 2023	36,891	$5.62M	0.1%	+59+0.2%	Added	Holders
Q2 2023	36,832	$6.39M	0.1%	−795−2.1%	Reduced	Holders
Q1 2023	37,627	$6.14M	0.1%	−1,985−5.0%	Reduced	Holders
Q4 2022	39,612	$6.21M	0.1%	−431−1.1%	Reduced	Holders
Q3 2022	40,043	$6.42M	0.1%	+1,629+4.2%	Added	Holders
Q2 2022	38,414	$5.88M	0.1%	+412+1.1%	Added	Holders
Q1 2022	38,002	$6.02M	0.1%	+271+0.7%	Added	Holders
Q4 2021	37,731	$6.30M	0.1%	−173−0.5%	Reduced	Holders
Q3 2021	37,904	$5.66M	0.1%	+1,045+2.8%	Added	Holders
Q2 2021	36,859	$5.16M	0.1%	+247+0.7%	Added	Holders
Q1 2021	36,612	$4.72M	0.1%	–	–	Holders

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