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Liberty One Investment Management’s Waste Management WM Stock Holding History

Liberty One Investment 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 		$23.2M Buy
100,905
+11,116
+12% +$2.55M 2.39% 17
2025
Q4 		$19.7M Sell
89,789
-153,058
-63% -$32.6M 2.52% 17
2025
Q3 		$53.6M Buy
242,847
+128,602
+113% +$29M 3.01% 18
2025
Q2 		$26.1M Sell
114,245
-5,471
-5% -$1.27M 2.64% 20
2025
Q1 		$27.7M Sell
119,716
-4,597
-4% -$1.02M 2.8% 17
2024
Q4 		$25.1M Sell
124,313
-919
-0.7% -$197K 2.72% 16
2024
Q3 		$26M Sell
125,232
-177
-0.1% -$36.9K 2.66% 18
2024
Q2 		$26.8M Sell
125,409
-10,900
-8% -$2.27M 3.02% 11
2024
Q1 		$29.1M Sell
136,309
-3,222
-2% -$633K 3.29% 5
2023
Q4 		$25M Buy
139,531
+1,160
+0.8% +$195K 3.08% 11
2023
Q3 		$21.1M Buy
138,371
+3,583
+3% +$580K 3.06% 16
2023
Q2 		$23.4M Buy
134,788
+2,730
+2% +$451K 3.03% 15
2023
Q1 		$21.5M Buy
132,058
+10,161
+8% +$1.56M 2.94% 15
2022
Q4 		$19.1M Buy
121,897
+4,894
+4% +$787K 2.75% 17
2022
Q3 		$18.7M Sell
117,003
-8,048
-6% -$1.33M 3.08% 13
2022
Q2 		$17.5M Buy
125,051
+4,089
+3% +$640K 2.98% 12
2022
Q1 		$19.2M Buy
120,962
+840
+0.7% +$127K 2.91% 16
2021
Q4 		$20M Sell
120,122
-1,429
-1% -$230K 3.02% 13
2021
Q3 		$18.2M Sell
121,551
-3,500
-3% -$524K 3.1% 11
2021
Q2 		$17.5M Sell
125,051
-2,241
-2% -$310K 2.96% 12
2021
Q1 		$16.4M Buy
127,292
+4,450
+4% +$520K 2.93% 14
2020
Q4 		$14.5M Buy
122,842
+3,239
+3% +$378K 2.72% 22
2020
Q3 		$13.5M Buy
119,603
+6,328
+6% +$699K 2.77% 21
2020
Q2 		$12M Buy
113,275
+7,859
+7% +$794K 2.69% 21
2020
Q1 		$9.76M Sell
105,416
-8,580
-8% -$984K 2.51% 21
2019
Q4 		$13M Buy
+113,996
New +$12.9M 2.81% 18

Other funds holding WM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Gates Foundation Trust
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Liberty One Investment Management's WM Position: Q1 2026 in Review

Liberty One Investment Management increased its Waste Management (WM) stake by 12% in Q1 2026, buying an estimated $2.55M and bringing the position to 100,905 shares worth $23.2M. The position accounts for 2.39% of the portfolio, ranked #17.

Liberty One Investment Management first reported a position in WM in Q4 2019 and has held it in 26 quarters since. The position peaked at $53.6M in Q3 2025. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Liberty One Investment Management held 100,905 shares of Waste Management worth $23.2M as of Q1 2026.
  • Liberty One Investment Management bought 11,116 Waste Management shares in Q1 2026, an estimated $2.55M.
  • Waste Management made up 2.39% of Liberty One Investment Management's portfolio in Q1 2026, its #17 holding.
  • Liberty One Investment Management first reported a position in Waste Management in Q4 2019 and has held it in 26 quarters since.
  • Liberty One Investment Management's Waste Management position peaked at $53.6M in Q3 2025.
  • 2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.