SEC 13F Intelligence

Liberty One Investment Management, LLC / WM

Liberty One Investment Management, LLC’s Waste Mgmt Inc Del Position

Does Liberty One Investment Management, LLC own Waste Mgmt Inc Del (WM)? Yes100.9K shares worth $23M (+2.39% of its 13F portfolio) as of Q1 2026, up from 89.8K shares the prior filed quarter.

Position Value
$23M
Q1 2026
Shares
100.9K
% of Portfolio
+2.39%
Quarters Held
25
currently held

Position History WM

Reported value by quarter
Q1 ’20: $10MQ1 ’20Q2 ’20: $12MQ3 ’20: $14MQ4 ’20: $14MQ1 ’21: $16MQ1 ’21Q2 ’21: $18MQ3 ’21: $18MQ4 ’21: $20MQ1 ’22: $19MQ1 ’22Q2 ’22: $18MQ3 ’22: $19MQ4 ’22: $19MQ1 ’23: $22MQ1 ’23Q2 ’23: $23MQ3 ’23: $21MQ4 ’23: $25MQ1 ’24: $29MQ1 ’24Q2 ’24: $26,755Q3 ’24: $26MQ4 ’24: $25MQ1 ’25: $28MQ1 ’25Q2 ’25: $26MQ3 ’25: $54MQ4 ’25: $20MQ1 ’26: $23MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026100.9K$23M+2.39%
Q4 202589.8K$20M+2.52%
Q3 2025242.8K$54M+3.01%
Q2 2025114.2K$26M+2.64%
Q1 2025119.7K$28M+2.80%
Q4 2024124.3K$25M+2.72%
Q3 2024125.2K$26M+2.66%
Q2 2024125.4K$26,755+3.02%
Q1 2024136.3K$29M+3.29%
Q4 2023139.5K$25M+3.08%
Q3 2023138.4K$21M+3.06%
Q2 2023134.8K$23M+3.03%
Q1 2023132.1K$22M+2.94%
Q4 2022121.9K$19M+2.75%
Q3 2022117.0K$19M+3.08%
Q2 2022125.1K$18M+2.98%
Q1 2022121.0K$19M+2.91%
Q4 2021120.1K$20M+3.02%
Q3 2021121.6K$18M+3.10%
Q2 2021125.1K$18M+2.96%
Q1 2021127.3K$16M+2.93%
Q4 2020122.8K$14M+2.72%
Q3 2020119.6K$14M+2.77%
Q2 2020113.3K$12M+2.69%
Q1 2020105.4K$10M+2.51%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Liberty One Investment Management, LLC’s full portfolio or all institutional holders of WM.