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FineMark National Bank & Trust’s Williams Companies WMB Stock Holding History

FineMark National Bank & Trust’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
2025
Q4 		$375K Sell
6,243
-258
-4% -$15.6K 0.01% 352
2025
Q3 		$412K Sell
6,501
-2,894
-31% -$170K 0.01% 339
2025
Q2 		$590K Buy
9,395
+52
+0.6% +$3.07K 0.02% 280
2025
Q1 		$558K Sell
9,343
-1,836
-16% -$105K 0.02% 284
2024
Q4 		$605K Sell
11,179
-1,037
-8% -$55.9K 0.02% 263
2024
Q3 		$558K Sell
12,216
-217
-2% -$9.54K 0.02% 273
2024
Q2 		$528K Buy
12,433
+5,368
+76% +$215K 0.02% 267
2024
Q1 		$275K Buy
7,065
+686
+11% +$24.4K 0.01% 362
2023
Q4 		$222K Buy
6,379
+133
+2% +$4.67K 0.01% 380
2023
Q3 		$210K Buy
+6,246
New +$213K 0.01% 381
2017
Q1 		– Sell
-470
Closed -$15K – 1001
2016
Q4 		$15K Sell
470
-62
-12% -$1.87K ﹤0.01% 878
2016
Q3 		$16K Sell
532
-752
-59% -$20K ﹤0.01% 849
2016
Q2 		$28K Buy
1,284
+50
+4% +$1K ﹤0.01% 759
2016
Q1 		$20K Sell
1,234
-449
-27% -$7.72K ﹤0.01% 781
2015
Q4 		$43K Sell
1,683
-45,940
-96% -$1.61M 0.01% 637
2015
Q3 		$1.75M Sell
47,623
-1,346
-3% -$67K 0.24% 102
2015
Q2 		$2.81M Sell
48,969
-1,505
-3% -$77.5K 0.37% 76
2015
Q1 		$2.55M Buy
50,474
+11,862
+31% +$550K 0.35% 78
2014
Q4 		$1.74M Buy
38,612
+30,435
+372% +$1.56M 0.26% 109
2014
Q3 		$453K Buy
8,177
+1,497
+22% +$86K 0.07% 210
2014
Q2 		$389K Buy
6,680
+710
+12% +$32.9K 0.07% 230
2014
Q1 		$242K Buy
5,970
+3,385
+131% +$137K 0.05% 288
2013
Q4 		$100K Sell
2,585
-572
-18% -$20.6K 0.02% 438
2013
Q3 		$115K Buy
3,157
+900
+40% +$31.5K 0.03% 397
2013
Q2 		$73K Buy
+2,257
New +$81.2K 0.02% 465

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

FineMark National Bank & Trust's WMB Position: Q4 2025 in Review

FineMark National Bank & Trust reduced its Williams Companies (WMB) stake by 4% in Q4 2025, selling an estimated $15.6K and leaving 6,243 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #352.

FineMark National Bank & Trust first reported a position in WMB in Q2 2013 and has held it in 25 quarters since. The position peaked at $2.81M in Q2 2015. 1,703 funds tracked by Wall St. Rank hold WMB as of Q4 2025.

  • FineMark National Bank & Trust held 6,243 shares of Williams Companies worth $375K as of Q4 2025.
  • FineMark National Bank & Trust sold 258 Williams Companies shares in Q4 2025, an estimated $15.6K.
  • Williams Companies made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #352 holding.
  • FineMark National Bank & Trust first reported a position in Williams Companies in Q2 2013 and has held it in 25 quarters since.
  • FineMark National Bank & Trust's Williams Companies position peaked at $2.81M in Q2 2015.
  • 1,703 funds tracked by Wall St. Rank held Williams Companies as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.