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Livermore
Livermore
ZHEN

IAM Advisory, LLC

SEC CIK
0001825292
Latest filing
Jul 14, 2026

WM holding history

Waste Management Inc in every 13F filed by IAM Advisory, 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)
11,468
Value
$2.56M
% of portfolio
0.5%
Quarters held
21
Since Q1 2021
Holdings of WM by IAM Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,468$2.56M0.5%+141+1.2%AddedHolders
Q1 202611,327$2.60M0.6%+10.0%AddedHolders
Q4 202511,326$2.49M0.6%+72+0.6%AddedHolders
Q3 202511,254$2.49M0.6%+156+1.4%AddedHolders
Q2 202511,098$2.54M0.6%+7+0.1%AddedHolders
Q1 202511,091$2.57M0.7%−224−2.0%ReducedHolders
Q4 202411,315$2.28M0.6%+100+0.9%AddedHolders
Q3 202411,215$2.33M0.6%−101−0.9%ReducedHolders
Q2 202411,316$2.41M0.7%+8+0.1%AddedHolders
Q1 202411,308$2.41M0.7%+207+1.9%AddedHolders
Q4 202311,101$1.99M0.6%+287+2.7%AddedHolders
Q3 202310,814$1.65M0.6%+249+2.4%AddedHolders
Q2 202310,565$1.83M0.6%+461+4.6%AddedHolders
Q1 202310,104$1.65M0.6%+415+4.3%AddedHolders
Q4 20229,689$1.52M0.6%+275+2.9%AddedHolders
Q3 20229,414$1.51M0.6%+422+4.7%AddedHolders
Q2 20228,992$1.38M0.6%+288+3.3%AddedHolders
Q1 20228,704$1.38M0.6%+188+2.2%AddedHolders
Q4 20218,516$1.36M0.5%+509+6.4%AddedHolders
Q3 20218,007$1.23M0.5%+8,007NewHolders
Q2 20210$00.0%−7,673−100.0%Sold outHolders
Q1 20217,673$1.08M0.5%––Holders

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