Position in WM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$52,040,919
+$2,273,920 QoQ
Shares Held
233,493
+7.8% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#158
of 2,350 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WM Over Time
Shares Held
Position Value (USD)
Position in Waste Management
Industrials · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $55,525,017 across 6 Waste Management names. WM ranks #1 (93.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WM |
Waste Management Inc
This page
|
233,493 | $52,040,919 | |
| 2 | RSG |
Republic Services, Inc.
|
10,144 | $2,161,483 | |
| 3 | WCN |
Waste Connections, Inc.
|
4,455 | $742,603 | |
| 4 | CLH |
Clean Harbors Inc
|
988 | $295,165 | |
| 5 | CWST |
Casella Waste Systems Inc
|
2,638 | $255,806 | |
| 6 | ABAT |
AMERICAN BATTERY TECHNOLOGY Co
|
10,262 | $29,041 |
All Filings in WM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,040,919 | 233,493 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $49,766,999 | 216,576 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $44,835,999 | 204,069 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $43,015,254 | 194,789 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $42,850,434 | 187,267 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $41,039,546 | 177,269 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $35,337,868 | 175,122 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $34,404,510 | 165,725 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $32,094,869 | 150,440 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $14,646,175 | 68,713 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $13,177,461 | 73,576 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,435,070 | 9,414 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,728,130 | 9,965 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,441,117 | 8,832 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,331,754 | 8,489 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $809,541 | 5,053 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $786,317 | 5,140 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $927,066 | 5,849 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,000,565 | 5,995 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $313,357 | 2,098 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $815,019 | 5,817 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $766,894 | 5,944 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $705,457 | 5,982 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $627,188 | 5,542 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $629,952 | 5,948 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $579,147 | 6,257 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||