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Moody National Bank Trust Division’s Waste Management WM Stock Holding History

Moody National Bank Trust Division’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
Q2 		$444K Sell
1,991
-510
-20% -$113K 0.04% 360
2026
Q1 		$575K Sell
2,501
-19
-0.8% -$4.37K 0.05% 319
2025
Q4 		$554K Sell
2,520
-144
-5% -$30.7K 0.05% 328
2025
Q3 		$588K Sell
2,664
-27
-1% -$6.08K 0.05% 328
2025
Q2 		$616K Buy
2,691
+183
+7% +$42.5K 0.06% 317
2025
Q1 		$581K Sell
2,508
-6
-0.2% -$1.33K 0.06% 319
2024
Q4 		$507K Buy
2,514
+236
+10% +$50.7K 0.05% 346
2024
Q3 		$473K Buy
2,278
+70
+3% +$14.6K 0.05% 351
2024
Q2 		$471K Hold
2,208
– – 0.04% 320
2024
Q1 		$471K Hold
2,208
– – 0.04% 337
2023
Q4 		$395K Sell
2,208
-3,502
-61% -$587K 0.03% 373
2023
Q3 		$870K Sell
5,710
-94
-2% -$15.2K 0.06% 251
2023
Q2 		$1.01M Hold
5,804
– – 0.07% 208
2023
Q1 		$947K Buy
5,804
+345
+6% +$52.8K 0.08% 221
2022
Q4 		$857K Buy
5,459
+1,143
+26% +$184K 0.07% 217
2022
Q3 		$691K Hold
4,316
– – 0.07% 249
2022
Q2 		$660K Buy
+4,316
New +$676K 0.07% 238
2019
Q2 		– Sell
-539
Closed -$56K – 971
2019
Q1 		$56K Buy
539
+276
+105% +$26.9K ﹤0.01% 423
2018
Q4 		$23K Buy
+263
New +$23.6K ﹤0.01% 460

Other funds holding WM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Moody National Bank Trust Division's WM Position: Q2 2026 in Review

Moody National Bank Trust Division reduced its Waste Management (WM) stake by 20% in Q2 2026, selling an estimated $113K and leaving 1,991 shares worth $444K. The position accounts for 0.04% of the portfolio, ranked #360.

Moody National Bank Trust Division first reported a position in WM in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.01M in Q2 2023. 748 funds tracked by Wall St. Rank hold WM as of Q2 2026.

  • Moody National Bank Trust Division held 1,991 shares of Waste Management worth $444K as of Q2 2026.
  • Moody National Bank Trust Division sold 510 Waste Management shares in Q2 2026, an estimated $113K.
  • Waste Management made up 0.04% of Moody National Bank Trust Division's portfolio in Q2 2026, its #360 holding.
  • Moody National Bank Trust Division first reported a position in Waste Management in Q4 2018 and has held it in 19 quarters since.
  • Moody National Bank Trust Division's Waste Management position peaked at $1.01M in Q2 2023.
  • 748 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.