AMG National Trust Bank’s Williams Companies WMB Stock Holding History

AMG National Trust Bank’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.08M	Sell	14,814 -1,259	-8%	-$87.2K	0.02%	305
2025 Q4	$966K	Sell	16,073 -516	-3%	-$31.2K	0.02%	301
2025 Q3	$1.05M	Sell	16,589 -680	-4%	-$39.9K	0.03%	290
2025 Q2	$1.08M	Sell	17,269 -8,959	-34%	-$529K	0.03%	286
2025 Q1	$1.57M	Sell	26,228 -4,585	-15%	-$262K	0.04%	230
2024 Q4	$1.67M	Buy	30,813 +186	+0.6%	+$10K	0.05%	212
2024 Q3	$1.4M	Buy	30,627 +292	+1%	+$12.8K	0.04%	253
2024 Q2	$1.29M	Buy	30,335 +13,721	+83%	+$550K	0.03%	264
2024 Q1	$647K	Buy	16,614 +683	+4%	+$24.3K	0.02%	322
2023 Q4	$555K	Buy	15,931 +978	+7%	+$34.3K	0.02%	329
2023 Q3	$504K	Buy	14,953 +608	+4%	+$20.7K	0.02%	333
2023 Q2	$468K	Sell	14,345 -323	-2%	-$9.69K	0.02%	343
2023 Q1	$438K	Sell	14,668 -272	-2%	-$8.4K	0.02%	356
2022 Q4	$492K	Buy	14,940 +644	+5%	+$21K	0.02%	338
2022 Q3	$409K	Buy	14,296 +4,888	+52%	+$159K	0.02%	359
2022 Q2	$294K	Sell	9,408 -1,391	-13%	-$48K	0.01%	380
2022 Q1	$360K	Hold	10,799	–	–	0.01%	378
2021 Q4	$281K	Sell	10,799 -209	-2%	-$5.78K	0.01%	412
2021 Q3	$286K	Buy	11,008 +208	+2%	+$5.24K	0.01%	407
2021 Q2	$287K	Buy	10,800 +289	+3%	+$7.4K	0.01%	406
2021 Q1	$249K	Buy	+10,511	New	+$239K	0.01%	405
2020 Q1	–	Sell	-13,420	Closed	-$318K	–	274
2019 Q4	$318K	Sell	13,420 -673	-5%	-$15.4K	0.02%	217
2019 Q3	$339K	Sell	14,093 -16	-0.1%	-$403	0.02%	205
2019 Q2	$396K	Sell	14,109 -890	-6%	-$24.7K	0.02%	207
2019 Q1	$431K	Buy	14,999 +906	+6%	+$24.3K	0.03%	196
2018 Q4	$311K	Hold	14,093	–	–	0.02%	211
2018 Q3	$383K	Hold	14,093	–	–	0.02%	203
2018 Q2	$382K	Hold	14,093	–	–	0.02%	199
2018 Q1	$350K	Hold	14,093	–	–	0.02%	201
2017 Q4	$430K	Hold	14,093	–	–	0.03%	190
2017 Q3	$423K	Buy	14,093 +673	+5%	+$20.5K	0.03%	190
2017 Q2	$406K	Hold	13,420	–	–	0.03%	192
2017 Q1	$397K	Hold	13,420	–	–	0.03%	199
2016 Q4	$418K	Hold	13,420	–	–	0.03%	194
2016 Q3	$412K	Sell	13,420 -71	-0.5%	-$1.88K	0.04%	195
2016 Q2	$292K	Hold	13,491	–	–	0.03%	217
2016 Q1	$217K	Sell	13,491 -1,079	-7%	-$18.6K	0.02%	233
2015 Q4	$374K	Buy	14,570 +1,150	+9%	+$40.2K	0.03%	206
2015 Q3	$495K	Hold	13,420	–	–	0.05%	184
2015 Q2	$770K	Hold	13,420	–	–	0.07%	138
2015 Q1	$679K	Sell	13,420 -500	-4%	-$23.2K	0.07%	142
2014 Q4	$626K	Sell	13,920 -5,370	-28%	-$275K	0.06%	152
2014 Q3	$1.07M	Sell	19,290 -1,044	-5%	-$60K	0.11%	123
2014 Q2	$1.18M	Hold	20,334	–	–	0.12%	115
2014 Q1	$825K	Sell	20,334 -65	-0.3%	-$2.63K	0.09%	133
2013 Q4	$787K	Buy	20,399 +65	+0.3%	+$2.34K	0.09%	132
2013 Q3	$739K	Buy	20,334 +5,870	+41%	+$206K	0.09%	122
2013 Q2	$470K	Buy	+14,464	New	+$521K	0.06%	159

Other funds holding WMB

BlackRock New York $5.72T AUM 30.48% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AMG National Trust Bank's WMB Position: Q1 2026 in Review

AMG National Trust Bank reduced its Williams Companies (WMB) stake by 7.8% in Q1 2026, selling an estimated $87.2K and leaving 14,814 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #305.

AMG National Trust Bank first reported a position in WMB in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.67M in Q4 2024. 1,807 funds tracked by Wall St. Rank hold WMB as of Q1 2026.

AMG National Trust Bank held 14,814 shares of Williams Companies worth $1.08M as of Q1 2026.
AMG National Trust Bank sold 1,259 Williams Companies shares in Q1 2026, an estimated $87.2K.
Williams Companies made up 0.02% of AMG National Trust Bank's portfolio in Q1 2026, its #305 holding.
AMG National Trust Bank first reported a position in Williams Companies in Q2 2013 and has held it in 48 quarters since.
AMG National Trust Bank's Williams Companies position peaked at $1.67M in Q4 2024.
1,807 funds tracked by Wall St. Rank held Williams Companies as of Q1 2026.

Based on AMG National Trust Bank's 13F filing for Q1 2026, filed 4 May 2026.