Evelyn Partners Investment Management Services’s Waste Management WM Stock Holding History

Evelyn Partners Investment Management Services’s Portfolio WM Stock Details WM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$328K	Buy	1,428 +440	+45%	+$101K	0.04%	115
2025 Q4	$217K	Buy	988 +198	+25%	+$42.2K	0.03%	125
2025 Q3	$174K	Buy	790 +14	+2%	+$3.15K	0.02%	132
2025 Q2	$178K	Hold	776	–	–	0.03%	125
2025 Q1	$180K	Buy	776 +162	+26%	+$35.9K	0.03%	119
2024 Q4	$124K	Buy	+614	New	+$132K	0.02%	126

Other funds holding WM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Evelyn Partners Investment Management Services's WM Position: Q1 2026 in Review

Evelyn Partners Investment Management Services increased its Waste Management (WM) stake by 45% in Q1 2026, buying an estimated $101K and bringing the position to 1,428 shares worth $328K. The position accounts for 0.04% of the portfolio, ranked #115.

Evelyn Partners Investment Management Services first reported a position in WM in Q4 2024 and has held it in 6 quarters since. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Evelyn Partners Investment Management Services held 1,428 shares of Waste Management worth $328K as of Q1 2026.
Evelyn Partners Investment Management Services bought 440 Waste Management shares in Q1 2026, an estimated $101K.
Waste Management made up 0.04% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #115 holding.
Evelyn Partners Investment Management Services first reported a position in Waste Management in Q4 2024 and has held it in 6 quarters since.
2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.