WM — WASTE MGMT INC DEL

Ownership history in Evergreen Private Wealth LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Evergreen Private Wealth LLC reported a position in WASTE MGMT INC DEL (WM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.66% (2023 Q4)
Avg. % of fund
2.25%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 26,121 +3,572 +15.8% 2.26% $5.7M $218.84
2025 Q3 REDUCED 22,549 -189 -0.8% 2.02% $5.0M $219.11
2025 Q2 ADDED 22,738 +590 +2.7% 2.18% $5.2M $226.19
2025 Q1 ADDED 22,148 +265 +1.2% 2.40% $5.1M $228.05
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WM price (monthly, adj. close)

Other funds also holding WM

As of 2025 Q4 — sorted by position size

Morgan Stanley Institutional Investment Advisors LLC 35.67% TLW Wealth Management, LLC 3Y 7Y 6.74% ECOFI INVESTISSEMENTS SA 6.22% Chapman Investment Management, LLC 3Y 4.51% Terra Alpha Investments LLC 4.51% Palmer Knight Co 3Y 7Y 4.39% Atwater Malick LLC 3Y 7Y 4.24% Sustainable Growth Advisers, LP 3Y 7Y 4.22% Westchester Capital Management, Inc. 3Y 7Y 4.11% YCG, LLC 3Y 7Y 4.07%
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