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Livermore
Livermore
ZHEN

Crewe Advisors LLC

SEC CIK
0001730033
Latest filing
Jul 23, 2026

WM holding history

Waste Management Inc in every 13F filed by Crewe 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)
1,165
Value
$259.7K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of WM by Crewe Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,165$259.7K<0.1%−95−7.5%ReducedHolders
Q1 20261,260$289.5K<0.1%+32+2.6%AddedHolders
Q4 20251,228$269.8K<0.1%+2+0.2%AddedHolders
Q3 20251,226$270.7K<0.1%−44−3.5%ReducedHolders
Q2 20251,270$290.6K<0.1%+39+3.2%AddedHolders
Q1 20251,231$285.0K<0.1%+11+0.9%AddedHolders
Q4 20241,220$246.2K<0.1%−24−1.9%ReducedHolders
Q3 20241,244$258.3K<0.1%−10−0.8%ReducedHolders
Q2 20241,254$267.5K<0.1%−315−20.1%ReducedHolders
Q1 20241,569$334.4K<0.1%+1,569NewHolders
Q3 20230$00.0%−1,043−100.0%Sold outHolders
Q2 20231,043$180.9K<0.1%−95−8.3%ReducedHolders
Q1 20231,138$185.7K<0.1%−45−3.8%ReducedHolders
Q4 20221,183$185.6K<0.1%−97−7.6%ReducedHolders
Q3 20221,280$205.0K<0.1%+38+3.1%AddedHolders
Q2 20221,242$190.0K<0.1%+312+33.5%AddedHolders
Q1 2022930$148.0K<0.1%+630+210.0%AddedHolders
Q4 2021300$50.0K<0.1%+135+81.8%AddedHolders
Q3 2021165$25.0K<0.1%00.0%UnchangedHolders
Q2 2021165$23.0K<0.1%00.0%UnchangedHolders
Q1 2021165$21.0K<0.1%––Holders

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