Evercore Wealth Management’s Waste Management WM Stock Holding History

Evercore Wealth 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 Q2	$1.56M	Buy	7,011 +21	+0.3%	+$4.67K	0.02%	193
2026 Q1	$1.61M	Hold	6,990	–	–	0.03%	173
2025 Q4	$1.54M	Hold	6,990	–	–	0.02%	181
2025 Q3	$1.54M	Sell	6,990 -50	-0.7%	-$11.3K	0.02%	185
2025 Q2	$1.61M	Hold	7,040	–	–	0.03%	175
2025 Q1	$1.63M	Sell	7,040 -65	-0.9%	-$14.4K	0.03%	175
2024 Q4	$1.43M	Hold	7,105	–	–	0.02%	187
2024 Q3	$1.47M	Hold	7,105	–	–	0.02%	186
2024 Q2	$1.52M	Hold	7,105	–	–	0.02%	185
2024 Q1	$1.51M	Sell	7,105 -26	-0.4%	-$5.11K	0.02%	185
2023 Q4	$1.28M	Buy	7,131 +26	+0.4%	+$4.36K	0.02%	201
2023 Q3	$1.08M	Buy	7,105 +258	+4%	+$41.7K	0.02%	210
2023 Q2	$1.19M	Hold	6,847	–	–	0.02%	200
2023 Q1	$1.12M	Sell	6,847 -4	-0.1%	-$613	0.02%	204
2022 Q4	$1.07M	Buy	6,851 +50	+0.7%	+$8.04K	0.02%	203
2022 Q3	$1.09M	Hold	6,801	–	–	0.02%	193
2022 Q2	$1.04M	Hold	6,801	–	–	0.02%	206
2022 Q1	$1.08M	Sell	6,801 -247	-4%	-$37.4K	0.02%	218
2021 Q4	$1.18M	Hold	7,048	–	–	0.02%	212
2021 Q3	$1.05M	Sell	7,048 -28	-0.4%	-$4.19K	0.02%	216
2021 Q2	$991K	Sell	7,076 -322	-4%	-$44.5K	0.02%	227
2021 Q1	$955K	Sell	7,398 -1,267	-15%	-$148K	0.02%	230
2020 Q4	$1.02M	Buy	8,665 +1,767	+26%	+$206K	0.02%	215
2020 Q3	$780K	Sell	6,898 -207	-3%	-$22.9K	0.02%	224
2020 Q2	$753K	Buy	7,105 +48	+0.7%	+$4.85K	0.02%	224
2020 Q1	$653K	Buy	7,057 +534	+8%	+$61.3K	0.02%	212
2019 Q4	$743K	Sell	6,523 -290	-4%	-$32.7K	0.02%	239
2019 Q3	$784K	Buy	6,813 +44	+0.7%	+$5.14K	0.02%	233
2019 Q2	$781K	Hold	6,769	–	–	0.02%	232
2019 Q1	$703K	Buy	6,769 +448	+7%	+$43.7K	0.02%	235
2018 Q4	$563K	Buy	6,321 +62	+1%	+$5.57K	0.02%	241
2018 Q3	$566K	Sell	6,259 -6,600	-51%	-$585K	0.02%	266
2018 Q2	$1.05M	Hold	12,859	–	–	0.04%	191
2018 Q1	$1.08M	Hold	12,859	–	–	0.04%	177
2017 Q4	$1.11M	Hold	12,859	–	–	0.04%	178
2017 Q3	$1.01M	Hold	12,859	–	–	0.04%	177
2017 Q2	$943K	Hold	12,859	–	–	0.04%	187
2017 Q1	$937K	Buy	12,859 +3,079	+31%	+$220K	0.04%	184
2016 Q4	$693K	Sell	9,780 -315	-3%	-$21.1K	0.03%	222
2016 Q3	$643K	Hold	10,095	–	–	0.03%	220
2016 Q2	$669K	Buy	10,095 +336	+3%	+$20.3K	0.03%	209
2016 Q1	$576K	Sell	9,759 -3,979	-29%	-$220K	0.03%	217
2015 Q4	$734K	Hold	13,738	–	–	0.03%	212
2015 Q3	$682K	Buy	13,738 +6,004	+78%	+$299K	0.03%	217
2015 Q2	$357K	Buy	7,734 +146	+2%	+$7.34K	0.02%	323
2015 Q1	$412K	Buy	7,588 +329	+5%	+$17.5K	0.02%	305
2014 Q4	$371K	Hold	7,259	–	–	0.02%	286
2014 Q3	$344K	Sell	7,259 -30	-0.4%	-$1.37K	0.02%	317
2014 Q2	$325K	Sell	7,289 -1,627	-18%	-$70.8K	0.02%	326
2014 Q1	$374K	Sell	8,916 -2,325	-21%	-$97.4K	0.02%	296
2013 Q4	$503K	Buy	11,241 +3,724	+50%	+$163K	0.03%	262
2013 Q3	$311K	Sell	7,517 -3,000	-29%	-$125K	0.02%	344
2013 Q2	$424K	Buy	+10,517	New	+$425K	0.02%	299

Other funds holding WM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Evercore Wealth Management's WM Position: Q2 2026 in Review

Evercore Wealth Management increased its Waste Management (WM) stake by 0.3% in Q2 2026, buying an estimated $4.67K and bringing the position to 7,011 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #193.

Evercore Wealth Management first reported a position in WM in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.63M in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q2 2026.

Evercore Wealth Management held 7,011 shares of Waste Management worth $1.56M as of Q2 2026.
Evercore Wealth Management bought 21 Waste Management shares in Q2 2026, an estimated $4.67K.
Waste Management made up 0.02% of Evercore Wealth Management's portfolio in Q2 2026, its #193 holding.
Evercore Wealth Management first reported a position in Waste Management in Q2 2013 and has held it in 53 quarters since.
Evercore Wealth Management's Waste Management position peaked at $1.63M in Q1 2025.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.