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Livermore
Livermore
ZHEN

Lakeside Advisors, INC.

SEC CIK
0001913467
Latest filing
Jul 31, 2026

WM holding history

Waste Management Inc in every 13F filed by Lakeside Advisors, INC., 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)
17,986
Value
$4.01M
% of portfolio
2.5%
Quarters held
19
Since Q4 2021
Holdings of WM by Lakeside Advisors, INC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,986$4.01M2.5%−349−1.9%ReducedHolders
Q1 202618,335$4.21M2.8%00.0%UnchangedHolders
Q4 202518,335$4.03M2.6%−19−0.1%ReducedHolders
Q3 202518,354$4.05M2.6%−499−2.6%ReducedHolders
Q2 202518,853$4.31M2.8%−729−3.7%ReducedHolders
Q1 202519,582$4.53M3.0%−300−1.5%ReducedHolders
Q4 202419,882$4.01M2.7%−299−1.5%ReducedHolders
Q3 202420,181$4.19M2.6%00.0%UnchangedHolders
Q2 202420,181$4.31M2.8%−770−3.7%ReducedHolders
Q1 202420,951$4.47M2.9%−342−1.6%ReducedHolders
Q4 202321,293$3.81M2.6%−275−1.3%ReducedHolders
Q3 202321,568$3.29M2.5%−450−2.0%ReducedHolders
Q2 202322,018$3.82M2.8%−100−0.5%ReducedHolders
Q1 202322,118$3.61M2.8%−100−0.5%ReducedHolders
Q4 202222,218$3.49M2.9%−550−2.4%ReducedHolders
Q3 202222,768$3.65M3.3%00.0%UnchangedHolders
Q2 202222,768$3.48M3.0%+250+1.1%AddedHolders
Q1 202222,518$3.57M2.7%−350−1.5%ReducedHolders
Q4 202122,868$3.82M2.8%–No prior filingHolders