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Livermore
Livermore
ZHEN

Blodgett Wealth Advisors, LLC

SEC CIK
0001907826
Latest filing
Aug 14, 2026

WM holding history

Waste Management Inc in every 13F filed by Blodgett Wealth 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)
3,951
Value
$880.6K
% of portfolio
0.6%
Quarters held
19
Since Q4 2021
Holdings of WM by Blodgett Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,951$880.6K0.6%−845−17.6%ReducedHolders
Q1 20264,796$1.10M0.9%−2,875−37.5%ReducedHolders
Q4 20257,671$1.69M1.2%00.0%UnchangedHolders
Q3 20257,671$1.69M1.2%00.0%UnchangedHolders
Q2 20257,671$1.76M1.4%−140−1.8%ReducedHolders
Q1 20257,811$1.81M1.5%00.0%UnchangedHolders
Q4 20247,811$1.58M1.2%00.0%UnchangedHolders
Q3 20247,811$1.62M1.4%−1,000−11.3%ReducedHolders
Q2 20248,811$1.88M1.6%00.0%UnchangedHolders
Q1 20248,811$1.88M1.7%00.0%UnchangedHolders
Q4 20238,811$1.58M1.6%00.0%UnchangedHolders
Q3 20238,811$1.34M1.5%−100−1.1%ReducedHolders
Q2 20238,911$1.55M1.6%+450+5.3%AddedHolders
Q1 20238,461$1.38M1.6%00.0%UnchangedHolders
Q4 20228,461$1.33M1.6%00.0%UnchangedHolders
Q3 20228,461$1.36M1.6%+50+0.6%AddedHolders
Q2 20228,411$1.29M1.4%−1,300−13.4%ReducedHolders
Q1 20229,711$1.54M1.3%−244−2.5%ReducedHolders
Q4 20219,955$1.66M1.3%–No prior filingHolders