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Evergreen Private Wealth’s Waste Management WM Stock Holding History

Evergreen Private Wealth’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 		$5.86M Buy
26,279
+699
+3% +$155K 2.17% 18
2026
Q1 		$5.88M Sell
25,580
-541
-2% -$124K 2.38% 16
2025
Q4 		$5.74M Buy
26,121
+3,572
+16% +$761K 2.26% 20
2025
Q3 		$4.98M Sell
22,549
-189
-0.8% -$42.6K 2.02% 22
2025
Q2 		$5.2M Buy
22,738
+590
+3% +$137K 2.18% 18
2025
Q1 		$5.13M Buy
22,148
+265
+1% +$58.7K 2.4% 14
2024
Q4 		$4.42M Buy
21,883
+22
+0.1% +$4.72K 2.07% 22
2024
Q3 		$4.54M Buy
21,861
+308
+1% +$64.3K 2.1% 20
2024
Q2 		$4.6M Buy
21,553
+190
+0.9% +$39.5K 2.27% 17
2024
Q1 		$4.55M Sell
21,363
-6,143
-22% -$1.21M 2.28% 15
2023
Q4 		$4.93M Buy
+27,506
New +$4.61M 2.66% 16

Other funds holding WM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Evergreen Private Wealth's WM Position: Q2 2026 in Review

Evergreen Private Wealth increased its Waste Management (WM) stake by 2.7% in Q2 2026, buying an estimated $155K and bringing the position to 26,279 shares worth $5.86M. The position accounts for 2.17% of the portfolio, ranked #18.

Evergreen Private Wealth first reported a position in WM in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.88M in Q1 2026. 2,364 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Evergreen Private Wealth held 26,279 shares of Waste Management worth $5.86M as of Q2 2026.
  • Evergreen Private Wealth bought 699 Waste Management shares in Q2 2026, an estimated $155K.
  • Waste Management made up 2.17% of Evergreen Private Wealth's portfolio in Q2 2026, its #18 holding.
  • Evergreen Private Wealth first reported a position in Waste Management in Q4 2023 and has held it in 11 quarters since.
  • Evergreen Private Wealth's Waste Management position peaked at $5.88M in Q1 2026.
  • 2,364 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

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