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Evergreen Capital Management’s Waste Management WM Stock Holding History

Evergreen Capital 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 		$788K Sell
3,534
-2,745
-44% -$611K 0.01% 653
2026
Q1 		$1.44M Buy
6,279
+3,595
+134% +$826K 0.03% 388
2025
Q4 		$590K Sell
2,684
-921
-26% -$196K 0.01% 658
2025
Q3 		$796K Buy
3,605
+66
+2% +$14.9K 0.02% 466
2025
Q2 		$810K Sell
3,539
-138
-4% -$32K 0.02% 412
2025
Q1 		$851K Buy
3,677
+517
+16% +$114K 0.03% 362
2024
Q4 		$638K Buy
3,160
+7
+0.2% +$1.5K 0.02% 435
2024
Q3 		$655K Sell
3,153
-213
-6% -$44.4K 0.02% 424
2024
Q2 		$718K Buy
3,366
+235
+8% +$48.9K 0.03% 373
2024
Q1 		$667K Sell
3,131
-341
-10% -$67K 0.03% 369
2023
Q4 		$622K Buy
3,472
+896
+35% +$150K 0.03% 370
2023
Q3 		$393K Sell
2,576
-155
-6% -$25.1K 0.02% 455
2023
Q2 		$474K Buy
2,731
+154
+6% +$25.5K 0.02% 406
2023
Q1 		$420K Buy
2,577
+771
+43% +$118K 0.02% 413
2022
Q4 		$283K Sell
1,806
-46
-2% -$7.4K 0.01% 505
2022
Q3 		$297K Buy
1,852
+218
+13% +$36K 0.02% 452
2022
Q2 		$250K Sell
1,634
-21,312
-93% -$3.34M 0.01% 470
2022
Q1 		$3.64M Buy
22,946
+198
+0.9% +$30K 0.15% 172
2021
Q4 		$3.8M Sell
22,748
-1,049
-4% -$169K 0.15% 165
2021
Q3 		$3.55M Buy
23,797
+525
+2% +$78.6K 0.16% 147
2021
Q2 		$3.26M Buy
23,272
+106
+0.5% +$14.7K 0.16% 149
2021
Q1 		$2.99M Sell
23,166
-64,360
-74% -$7.52M 0.15% 146
2020
Q4 		$10.3M Sell
87,526
-5,184
-6% -$605K 0.6% 36
2020
Q3 		$10.5M Sell
92,710
-459
-0.5% -$50.7K 0.72% 33
2020
Q2 		$9.87M Buy
+93,169
New +$9.41M 0.75% 37
2020
Q1 		– Sell
-2,063
Closed -$235K – 498
2019
Q4 		$235K Buy
+2,063
New +$233K 0.02% 400
2019
Q3 		– Sell
-1,729
Closed -$200K – 476
2019
Q2 		$200K Buy
+1,729
New +$188K 0.02% 396

Other funds holding WM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Evergreen Capital Management's WM Position: Q2 2026 in Review

Evergreen Capital Management reduced its Waste Management (WM) stake by 44% in Q2 2026, selling an estimated $611K and leaving 3,534 shares worth $788K. The position accounts for 0.01% of the portfolio, ranked #653.

Evergreen Capital Management first reported a position in WM in Q2 2019 and has held it in 27 quarters since. The position peaked at $10.5M in Q3 2020. 734 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Evergreen Capital Management held 3,534 shares of Waste Management worth $788K as of Q2 2026.
  • Evergreen Capital Management sold 2,745 Waste Management shares in Q2 2026, an estimated $611K.
  • Waste Management made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #653 holding.
  • Evergreen Capital Management first reported a position in Waste Management in Q2 2019 and has held it in 27 quarters since.
  • Evergreen Capital Management's Waste Management position peaked at $10.5M in Q3 2020.
  • 734 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.