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Evergreen Private Wealth LLC → WM
Evergreen Private Wealth LLC WM Position History
Waste Management, Inc. • Industrials
Quarters held
4
Latest value
$5.6M
Q3 2026
Peak value
$5.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.7M |
| Q1 2026 | $5.9M |
| Q2 2026 | $5.9M |
| Q3 2026 | $5.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.6M | 27.3K | — | — |
| Q2 2026 | $5.9M | 26.3K | — | — |
| Q1 2026 | $5.9M | 25.6K | — | — |
| Q4 2025 | $5.7M | 26.1K | — | — |
Other funds holding WM
$8.2B
$8.2B
$7.7B
$7.7B
$4.3B
$4.2B
Other Evergreen Private Wealth LLC positions
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GOOGN
$10.8MALPHABET INC CAP STK CL A
AMAT
$10.7MAPPLIED MATERIALS INC COM USD0.01
STT-PG
$10.7MSPDR INDEX SHARES FUNDS STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF