Sequoia Financial Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $52M | Buy |
233,493
+16,917
| +8% | +$3.76M | 0.26% | 67 |
|
|
2026
Q1 | $49.8M | Buy |
216,576
+12,507
| +6% | +$2.87M | 0.28% | 64 |
|
|
2025
Q4 | $44.8M | Buy |
204,069
+9,280
| +5% | +$1.98M | 0.25% | 74 |
|
|
2025
Q3 | $43M | Buy |
194,789
+7,522
| +4% | +$1.69M | 0.26% | 75 |
|
|
2025
Q2 | $42.9M | Buy |
187,267
+9,998
| +6% | +$2.32M | 0.29% | 70 |
|
|
2025
Q1 | $41M | Buy |
177,269
+2,147
| +1% | +$475K | 0.32% | 69 |
|
|
2024
Q4 | $35.3M | Buy |
175,122
+9,397
| +6% | +$2.02M | 0.34% | 66 |
|
|
2024
Q3 | $34.4M | Buy |
165,725
+15,285
| +10% | +$3.19M | 0.37% | 67 |
|
|
2024
Q2 | $32.1M | Buy |
150,440
+81,727
| +119% | +$17M | 0.39% | 61 |
|
|
2024
Q1 | $14.6M | Sell |
68,713
-4,863
| -7% | -$956K | 0.18% | 110 |
|
|
2023
Q4 | $13.2M | Buy |
73,576
+64,162
| +682% | +$10.8M | 0.16% | 120 |
|
|
2023
Q3 | $1.44M | Sell |
9,414
-551
| -6% | -$89.2K | 0.03% | 279 |
|
|
2023
Q2 | $1.73M | Buy |
9,965
+1,133
| +13% | +$187K | 0.03% | 260 |
|
|
2023
Q1 | $1.44M | Buy |
8,832
+343
| +4% | +$52.5K | 0.03% | 259 |
|
|
2022
Q4 | $1.33M | Buy |
8,489
+3,436
| +68% | +$553K | 0.03% | 253 |
|
|
2022
Q3 | $810K | Sell |
5,053
-87
| -2% | -$14.4K | 0.03% | 230 |
|
|
2022
Q2 | $786K | Sell |
5,140
-709
| -12% | -$111K | 0.02% | 253 |
|
|
2022
Q1 | $927K | Sell |
5,849
-146
| -2% | -$22.1K | 0.02% | 268 |
|
|
2021
Q4 | $1M | Buy |
5,995
+3,897
| +186% | +$627K | 0.03% | 241 |
|
|
2021
Q3 | $313K | Sell |
2,098
-3,719
| -64% | -$557K | 0.03% | 198 |
|
|
2021
Q2 | $815K | Sell |
5,817
-127
| -2% | -$17.6K | 0.03% | 221 |
|
|
2021
Q1 | $767K | Sell |
5,944
-38
| -0.6% | -$4.44K | 0.03% | 209 |
|
|
2020
Q4 | $705K | Buy |
5,982
+440
| +8% | +$51.3K | 0.03% | 208 |
|
|
2020
Q3 | $627K | Sell |
5,542
-406
| -7% | -$44.9K | 0.03% | 200 |
|
|
2020
Q2 | $630K | Sell |
5,948
-309
| -5% | -$31.2K | 0.04% | 194 |
|
|
2020
Q1 | $579K | Sell |
6,257
-460
| -7% | -$52.8K | 0.04% | 178 |
|
|
2019
Q4 | $765K | Sell |
6,717
-46
| -0.7% | -$5.2K | 0.05% | 168 |
|
|
2019
Q3 | $778K | Buy |
6,763
+805
| +14% | +$94K | 0.06% | 145 |
|
|
2019
Q2 | $687K | Buy |
5,958
+1,426
| +31% | +$155K | 0.05% | 156 |
|
|
2019
Q1 | $471K | Buy |
4,532
+1,155
| +34% | +$113K | 0.04% | 191 |
|
|
2018
Q4 | $301K | Buy |
3,377
+199
| +6% | +$17.9K | 0.03% | 207 |
|
|
2018
Q3 | $287K | Buy |
3,178
+1
| +0% | +$89 | 0.03% | 236 |
|
|
2018
Q2 | $258K | Buy |
3,177
+77
| +2% | +$6.38K | 0.03% | 254 |
|
|
2018
Q1 | $261K | Sell |
3,100
-127
| -4% | -$10.9K | 0.03% | 240 |
|
|
2017
Q4 | $278K | Buy |
+3,227
| New | +$263K | 0.03% | 231 |
|
|
2014
Q1 | – | Sell |
-24,391
| Closed | -$1.09M | – | 166 |
|
|
2013
Q4 | $1.09M | Buy |
+24,391
| New | +$1.07M | 0.91% | 21 |
|
Other funds holding WM
Sequoia Financial Advisors's WM Position: Q2 2026 in Review
Sequoia Financial Advisors increased its Waste Management (WM) stake by 7.8% in Q2 2026, buying an estimated $3.76M and bringing the position to 233,493 shares worth $52M. The position accounts for 0.26% of the portfolio, ranked #67.
Sequoia Financial Advisors first reported a position in WM in Q4 2013 and has held it in 36 quarters since. 2,356 funds tracked by Wall St. Rank hold WM as of Q2 2026.
- Sequoia Financial Advisors held 233,493 shares of Waste Management worth $52M as of Q2 2026.
- Sequoia Financial Advisors bought 16,917 Waste Management shares in Q2 2026, an estimated $3.76M.
- Waste Management made up 0.26% of Sequoia Financial Advisors's portfolio in Q2 2026, its #67 holding.
- Sequoia Financial Advisors first reported a position in Waste Management in Q4 2013 and has held it in 36 quarters since.
- 2,356 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.