Skip to main content
Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

WM holding history

Waste Management Inc in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WM overviewAll 13F holders of WMFull Q2 2026 holdings

Shares (Q2 2026)
7,011
Value
$1.56M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WM by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,011$1.56M<0.1%+21+0.3%AddedHolders
Q1 20266,990$1.61M<0.1%00.0%UnchangedHolders
Q4 20256,990$1.54M<0.1%00.0%UnchangedHolders
Q3 20256,990$1.54M<0.1%−50−0.7%ReducedHolders
Q2 20257,040$1.61M<0.1%00.0%UnchangedHolders
Q1 20257,040$1.63M<0.1%−65−0.9%ReducedHolders
Q4 20247,105$1.43M<0.1%00.0%UnchangedHolders
Q3 20247,105$1.47M<0.1%00.0%UnchangedHolders
Q2 20247,105$1.52M<0.1%00.0%UnchangedHolders
Q1 20247,105$1.51M<0.1%−26−0.4%ReducedHolders
Q4 20237,131$1.28M<0.1%+26+0.4%AddedHolders
Q3 20237,105$1.08M<0.1%+258+3.8%AddedHolders
Q2 20236,847$1.19M<0.1%00.0%UnchangedHolders
Q1 20236,847$1.12M<0.1%−4−0.1%ReducedHolders
Q4 20226,851$1.07M<0.1%+50+0.7%AddedHolders
Q3 20226,801$1.09M<0.1%00.0%UnchangedHolders
Q2 20226,801$1.04M<0.1%00.0%UnchangedHolders
Q1 20226,801$1.08M<0.1%−247−3.5%ReducedHolders
Q4 20217,048$1.18M<0.1%00.0%UnchangedHolders
Q3 20217,048$1.05M<0.1%−28−0.4%ReducedHolders
Q2 20217,076$991.0K<0.1%−322−4.4%ReducedHolders
Q1 20217,398$955.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.