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Livermore
Livermore
ZHEN

Aries Wealth Management

SEC CIK
0001729515
Latest filing
Jul 24, 2026

WM holding history

Waste Management Inc in every 13F filed by Aries Wealth Management, 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)
12,349
Value
$2.75M
% of portfolio
0.5%
Quarters held
21
Since Q1 2021
Holdings of WM by Aries Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,349$2.75M0.5%00.0%UnchangedHolders
Q1 202612,349$2.84M0.6%−36−0.3%ReducedHolders
Q4 202512,385$2.72M0.6%−140−1.1%ReducedHolders
Q3 202512,525$2.77M0.7%+125+1.0%AddedHolders
Q2 202512,400$2.84M0.7%+216+1.8%AddedHolders
Q1 202512,184$2.82M0.8%+387+3.3%AddedHolders
Q4 202411,797$2.38M0.7%+326+2.8%AddedHolders
Q3 202411,471$2.38M0.7%+2,691+30.6%AddedHolders
Q2 20248,780$1.87M0.6%+50+0.6%AddedHolders
Q1 20248,730$1.86M0.6%+268+3.2%AddedHolders
Q4 20238,462$1.52M0.5%−53−0.6%ReducedHolders
Q3 20238,515$1.36M0.5%+425+5.3%AddedHolders
Q2 20238,090$1.40M0.5%+27+0.3%AddedHolders
Q1 20238,063$1.32M0.5%+430+5.6%AddedHolders
Q4 20227,633$1.20M0.5%+151+2.0%AddedHolders
Q3 20227,482$1.19M0.5%+529+7.6%AddedHolders
Q2 20226,953$1.06M0.5%+6,953NewHolders
Q1 20220$00.0%−6,845−100.0%Sold outHolders
Q4 20216,845$1.14M0.4%+331+5.1%AddedHolders
Q3 20216,514$973.0K0.4%+150+2.4%AddedHolders
Q2 20216,364$892.0K0.4%+342+5.7%AddedHolders
Q1 20216,022$806.0K0.4%––Holders

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