SEC 13F Intelligence

Moody Lynn Lieberson & Walker, LLC / WM

Moody Lynn Lieberson & Walker, LLC’s Waste Mgmt Inc Del Position

Does Moody Lynn Lieberson & Walker, LLC own Waste Mgmt Inc Del (WM)? Yes — 188.2K shares worth $43M (+2.43% of its 13F portfolio) as of Q1 2026, up from 186.2K shares the prior filed quarter.

Position Value
$43M
Q1 2026
Shares
188.2K
% of Portfolio
+2.43%
Quarters Held
30
currently held

Position History WM

Reported value by quarter
Q4 ’18: $13MQ4 ’18Q1 ’19: $15MQ2 ’19: $17MQ3 ’19: $17MQ4 ’19: $16MQ4 ’19Q1 ’20: $13MQ2 ’20: $15MQ3 ’20: $16MQ4 ’20: $16MQ4 ’20Q1 ’21: $24MQ2 ’21: $25MQ3 ’21: $26MQ4 ’21: $31MQ4 ’21Q1 ’22: $26MQ2 ’22: $25MQ3 ’22: $28MQ4 ’22: $26,188Q4 ’22Q1 ’23: $27MQ2 ’23: $32MQ3 ’23: $28MQ4 ’23: $32MQ4 ’23Q1 ’24: $39MQ2 ’24: $39MQ3 ’24: $37MQ4 ’24: $38MQ4 ’24Q1 ’25: $44MQ2 ’25: $43MQ3 ’25: $41MQ4 ’25: $41MQ4 ’25Q1 ’26: $43Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026188.2K$43M+2.43%
Q4 2025186.2K$41M+2.17%
Q3 2025186.0K$41M+2.21%
Q2 2025189.0K$43M+2.50%
Q1 2025188.9K$44M+2.81%
Q4 2024187.6K$38M+2.32%
Q3 2024179.3K$37M+2.29%
Q2 2024181.4K$39M+2.53%
Q1 2024181.2K$39M+2.60%
Q4 2023181.0K$32M+2.47%
Q3 2023181.4K$28M+2.37%
Q2 2023181.6K$32M+2.54%
Q1 2023166.6K$27M+2.44%
Q4 2022166.9K$26,188+2.40%
Q3 2022171.8K$28M+2.66%
Q2 2022165.4K$25M+2.28%
Q1 2022161.8K$26M+1.88%
Q4 2021184.6K$31M+2.07%
Q3 2021175.6K$26M+1.97%
Q2 2021178.8K$25M+1.89%
Q1 2021188.3K$24M+2.02%
Q4 2020137.6K$16M+1.39%
Q3 2020137.2K$16M+1.54%
Q2 2020138.0K$15M+1.59%
Q1 2020141.5K$13M+1.80%
Q4 2019143.7K$16M+1.58%
Q3 2019145.2K$17M+1.86%
Q2 2019144.4K$17M+1.83%
Q1 2019145.1K$15M+1.73%
Q4 2018151.1K$13M+1.81%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Moody Lynn Lieberson & Walker, LLC’s full portfolio or all institutional holders of WM.