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

Evelyn Partners Investment Management’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 		$427K Hold
1,860
– – 0.01% 164
2025
Q4 		$409K Hold
1,860
– – 0.01% 171
2025
Q3 		$411K Buy
1,860
+1,210
+186% +$273K 0.01% 169
2025
Q2 		$149K Sell
650
-90
-12% -$20.9K ﹤0.01% 212
2025
Q1 		$171K Sell
740
-150
-17% -$33.2K 0.01% 202
2024
Q4 		$180K Buy
+890
New +$191K 0.01% 202

Other funds holding WM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

Evelyn Partners Investment Management held its Waste Management (WM) position steady in Q1 2026 at 1,860 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #164.

Evelyn Partners Investment Management 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 held 1,860 shares of Waste Management worth $427K as of Q1 2026.
  • Evelyn Partners Investment Management left its Waste Management share count unchanged in Q1 2026.
  • Waste Management made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #164 holding.
  • Evelyn Partners Investment Management 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's 13F filing for Q1 2026, filed 15 May 2026.