Moseley Investment Management’s Waste Management WM Stock Holding History

Moseley 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	$314K	Sell	1,365 -3,520	-72%	-$809K	0.1%	114
2025 Q4	$1.07M	Sell	4,885 -438	-8%	-$93.4K	0.33%	61
2025 Q3	$1.18M	Buy	5,323 +544	+11%	+$123K	0.36%	56
2025 Q2	$1.09M	Buy	4,779 +3,368	+239%	+$781K	0.38%	57
2025 Q1	$327K	Buy	1,411 +175	+14%	+$38.8K	0.13%	112
2024 Q4	$249K	Hold	1,236	–	–	0.1%	131
2024 Q3	$257K	Buy	1,236 +1	+0.1%	+$209	0.1%	131
2024 Q2	$264K	Hold	1,235	–	–	0.12%	118
2024 Q1	$263K	Hold	1,235	–	–	0.13%	122
2023 Q4	$221K	Buy	+1,235	New	+$207K	0.12%	137
2023 Q3	–	Sell	-1,225	Closed	-$212K	–	151
2023 Q2	$212K	Buy	+1,225	New	+$203K	0.12%	141

Other funds holding WM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Moseley Investment Management's WM Position: Q1 2026 in Review

Moseley Investment Management reduced its Waste Management (WM) stake by 72% in Q1 2026, selling an estimated $809K and leaving 1,365 shares worth $314K. The position accounts for 0.1% of the portfolio, ranked #114.

Moseley Investment Management first reported a position in WM in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.18M in Q3 2025. 2,353 funds tracked by Wall St. Rank hold WM as of Q1 2026.

Moseley Investment Management held 1,365 shares of Waste Management worth $314K as of Q1 2026.
Moseley Investment Management sold 3,520 Waste Management shares in Q1 2026, an estimated $809K.
Waste Management made up 0.1% of Moseley Investment Management's portfolio in Q1 2026, its #114 holding.
Moseley Investment Management first reported a position in Waste Management in Q2 2023 and has held it in 11 quarters since.
Moseley Investment Management's Waste Management position peaked at $1.18M in Q3 2025.
2,353 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.