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Moody Lynn & Lieberson’s Waste Management WM Stock Holding History

Moody Lynn & Lieberson’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 		$43.2M Buy
188,208
+2,011
+1% +$462K 2.43% 12
2025
Q4 		$40.9M Buy
186,197
+204
+0.1% +$43.5K 2.17% 15
2025
Q3 		$41.1M Sell
185,993
-3,030
-2% -$682K 2.21% 16
2025
Q2 		$43.3M Buy
189,023
+107
+0.1% +$24.8K 2.5% 13
2025
Q1 		$43.7M Buy
188,916
+1,288
+0.7% +$285K 2.81% 12
2024
Q4 		$37.9M Buy
187,628
+8,304
+5% +$1.78M 2.32% 13
2024
Q3 		$37.2M Sell
179,324
-2,115
-1% -$441K 2.29% 13
2024
Q2 		$38.7M Buy
181,439
+267
+0.1% +$55.5K 2.53% 10
2024
Q1 		$38.6M Buy
181,172
+134
+0.1% +$26.3K 2.6% 9
2023
Q4 		$32.4M Sell
181,038
-337
-0.2% -$56.5K 2.47% 10
2023
Q3 		$27.6M Sell
181,375
-273
-0.2% -$44.2K 2.37% 11
2023
Q2 		$31.5M Buy
181,648
+15,061
+9% +$2.49M 2.54% 9
2023
Q1 		$27.2M Sell
166,587
-348
-0.2% -$53.3K 2.44% 10
2022
Q4 		$26.2M Sell
166,935
-4,816
-3% -$775K 2.4% 10
2022
Q3 		$27.5M Buy
171,751
+6,329
+4% +$1.04M 2.66% 7
2022
Q2 		$25.3M Buy
165,422
+3,603
+2% +$564K 2.28% 10
2022
Q1 		$25.6M Sell
161,819
-22,799
-12% -$3.46M 1.88% 16
2021
Q4 		$30.8M Buy
184,618
+8,989
+5% +$1.45M 2.07% 14
2021
Q3 		$26.2M Sell
175,629
-3,187
-2% -$477K 1.97% 14
2021
Q2 		$25.1M Sell
178,816
-9,497
-5% -$1.31M 1.89% 17
2021
Q1 		$24.3M Buy
188,313
+50,750
+37% +$5.93M 2.02% 12
2020
Q4 		$16.2M Buy
137,563
+331
+0.2% +$38.6K 1.39% 28
2020
Q3 		$15.5M Sell
137,232
-753
-0.5% -$83.2K 1.54% 21
2020
Q2 		$14.6M Sell
137,985
-3,550
-3% -$358K 1.59% 19
2020
Q1 		$13.1K Sell
141,535
-2,187
-2% -$251K 1.8% 17
2019
Q4 		$16.4M Sell
143,722
-1,513
-1% -$171K 1.58% 19
2019
Q3 		$16.7M Buy
145,235
+816
+0.6% +$95.3K 1.86% 15
2019
Q2 		$16.7M Sell
144,419
-694
-0.5% -$75.3K 1.83% 14
2019
Q1 		$15.1M Sell
145,113
-6,030
-4% -$588K 1.73% 17
2018
Q4 		$13.4M Buy
151,143
+8,402
+6% +$754K 1.81% 14
2018
Q3 		$12.9M Sell
142,741
-3,343
-2% -$296K 1.37% 25
2018
Q2 		$11.9M Buy
146,084
+2,427
+2% +$201K 1.4% 27
2018
Q1 		$12.1M Sell
143,657
-854
-0.6% -$73.3K 1.46% 28
2017
Q4 		$12.7M Sell
144,511
-27,205
-16% -$2.21M 1.36% 29
2017
Q3 		$13.4M Buy
171,716
+28,760
+20% +$2.19M 1.63% 21
2017
Q2 		$10.5M Sell
142,956
-66,105
-32% -$4.81M 1.38% 28
2017
Q1 		$15.2M Sell
209,061
-16,153
-7% -$1.15M 2.14% 12
2016
Q4 		$16M Buy
225,214
+150,345
+201% +$10.1M 2.29% 10
2016
Q3 		$4.77M Buy
+74,869
New +$4.89M 0.79% 47

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 $34.1B AUM 20.22% 1-Year Est. Return

Moody Lynn & Lieberson's WM Position: Q1 2026 in Review

Moody Lynn & Lieberson increased its Waste Management (WM) stake by 1.1% in Q1 2026, buying an estimated $462K and bringing the position to 188,208 shares worth $43.2M. The position accounts for 2.43% of the portfolio, ranked #12.

Moody Lynn & Lieberson first reported a position in WM in Q3 2016 and has held it in 39 quarters since. The position peaked at $43.7M in Q1 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

  • Moody Lynn & Lieberson held 188,208 shares of Waste Management worth $43.2M as of Q1 2026.
  • Moody Lynn & Lieberson bought 2,011 Waste Management shares in Q1 2026, an estimated $462K.
  • Waste Management made up 2.43% of Moody Lynn & Lieberson's portfolio in Q1 2026, its #12 holding.
  • Moody Lynn & Lieberson first reported a position in Waste Management in Q3 2016 and has held it in 39 quarters since.
  • Moody Lynn & Lieberson's Waste Management position peaked at $43.7M in Q1 2025.
  • 2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2026, filed 13 Apr 2026.