EW
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Evoke Wealth’s Waste Management WM Stock Holding History

Evoke 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 		– Sell
-8,552
Closed -$1.97M – 676
2026
Q1 		$1.97M Buy
8,552
+210
+3% +$48.3K 0.04% 179
2025
Q4 		$1.83M Buy
8,342
+379
+5% +$80.8K 0.03% 193
2025
Q3 		$1.76M Buy
7,963
+204
+3% +$45.9K 0.04% 187
2025
Q2 		$1.78M Sell
7,759
-392
-5% -$90.9K 0.04% 169
2025
Q1 		$1.89M Sell
8,151
-45
-0.5% -$9.97K 0.05% 139
2024
Q4 		$1.65M Buy
8,196
+40
+0.5% +$8.59K 0.05% 145
2024
Q3 		$1.69M Buy
+8,156
New +$1.7M 0.05% 136
2024
Q2 		– Sell
-9,509
Closed -$2.03M – 400
2024
Q1 		$2.03M Buy
+9,509
New +$1.87M 0.06% 114
2023
Q4 		– Sell
-21,763
Closed -$3.32M – 372
2023
Q3 		$3.32M Sell
21,763
-2,840
-12% -$460K 0.12% 86
2023
Q2 		$4.27M Sell
24,603
-3,501
-12% -$579K 0.15% 71
2023
Q1 		$4.59M Buy
28,104
+2,567
+10% +$393K 0.17% 60
2022
Q4 		$4.01M Sell
25,537
-7,268
-22% -$1.17M 0.15% 80
2022
Q3 		$5.26M Sell
32,805
-2,222
-6% -$367K 0.21% 51
2022
Q2 		$5.36M Sell
35,027
-10,447
-23% -$1.64M 0.2% 58
2022
Q1 		$7.21M Sell
45,474
-2,894
-6% -$439K 0.24% 50
2021
Q4 		$8.07M Buy
48,368
+74
+0.2% +$11.9K 0.25% 49
2021
Q3 		$7.21M Sell
48,294
-90,761
-65% -$13.6M 0.27% 45
2021
Q2 		$19.5M Buy
139,055
+1,484
+1% +$205K 0.74% 21
2021
Q1 		$17.7M Buy
137,571
+47,411
+53% +$5.54M 0.8% 22
2020
Q4 		$10.6M Hold
90,160
– – 0.72% 21
2020
Q3 		$10.2M Buy
90,160
+90,006
+58,445% +$9.95M 0.83% 21
2020
Q2 		$16K Buy
154
+6
+4% +$606 ﹤0.01% 502
2020
Q1 		$13.7K Sell
148
-1,534
-91% -$176K ﹤0.01% 483
2019
Q4 		$192K Sell
1,682
-8
-0.5% -$903 0.02% 227
2019
Q3 		$194K Buy
+1,690
New +$197K 0.02% 261

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

Evoke Wealth's WM Position: Q2 2026 in Review

Evoke Wealth sold out of Waste Management (WM) in Q2 2026, closing a stake of 8,552 shares — an estimated $1.97M sold.

Evoke Wealth first reported a position in WM in Q3 2019 and held it in 25 quarters. The position peaked at $19.5M in Q2 2021. 2,372 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Evoke Wealth reported no remaining Waste Management position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 8,552 Waste Management shares in Q2 2026, an estimated $1.97M.
  • Evoke Wealth first reported a position in Waste Management in Q3 2019 and held it in 25 quarters.
  • Evoke Wealth's Waste Management position peaked at $19.5M in Q2 2021.
  • 2,372 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.