Evermay Wealth Management’s Waste Management WM Stock Holding History

Evermay 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 Q1	$27.1K	Hold	118	–	–	﹤0.01%	365
2025 Q4	$25.9K	Buy	118 +38	+48%	+$8.1K	﹤0.01%	366
2025 Q3	$17.7K	Hold	80	–	–	﹤0.01%	400
2025 Q2	$18.3K	Hold	80	–	–	﹤0.01%	394
2025 Q1	$18.5K	Hold	80	–	–	﹤0.01%	393
2024 Q4	$16.1K	Hold	80	–	–	﹤0.01%	392
2024 Q3	$16.6K	Hold	80	–	–	﹤0.01%	407
2024 Q2	$17.1K	Hold	80	–	–	﹤0.01%	411
2024 Q1	$17.1K	Sell	80 -3	-4%	-$590	﹤0.01%	423
2023 Q4	$14.9K	Buy	83 +3	+4%	+$503	﹤0.01%	411
2023 Q3	$12.2K	Hold	80	–	–	﹤0.01%	409
2023 Q2	$13.9K	Hold	80	–	–	﹤0.01%	397
2023 Q1	$13.1K	Hold	80	–	–	﹤0.01%	393
2022 Q4	$12.6K	Hold	80	–	–	﹤0.01%	398
2022 Q3	$13K	Hold	80	–	–	﹤0.01%	375
2022 Q2	$12K	Hold	80	–	–	﹤0.01%	384
2022 Q1	$13K	Hold	80	–	–	﹤0.01%	400
2021 Q4	$13K	Hold	80	–	–	﹤0.01%	389
2021 Q3	$12K	Sell	80 -200	-71%	-$29.9K	﹤0.01%	373
2021 Q2	$39K	Buy	+280	New	+$38.7K	0.01%	314

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 $34.1B AUM 20.22% 1-Year Est. Return

Evermay Wealth Management's WM Position: Q1 2026 in Review

Evermay Wealth Management held its Waste Management (WM) position steady in Q1 2026 at 118 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Evermay Wealth Management first reported a position in WM in Q2 2021 and has held it in 20 quarters since. The position peaked at $39K in Q2 2021. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Evermay Wealth Management held 118 shares of Waste Management worth $27.1K as of Q1 2026.
Evermay Wealth Management left its Waste Management share count unchanged in Q1 2026.
Waste Management made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #365 holding.
Evermay Wealth Management first reported a position in Waste Management in Q2 2021 and has held it in 20 quarters since.
Evermay Wealth Management's Waste Management position peaked at $39K in Q2 2021.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.