First National Bank of Mount Dora’s Waste Management WM Stock Holding History

First National Bank of Mount Dora’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 Q2	$7.29M	Buy	32,730 +103	+0.3%	+$22.9K	1.46%	25
2026 Q1	$7.5M	Buy	32,627 +12,787	+64%	+$2.94M	1.62%	24
2025 Q4	$4.36M	Buy	19,840 +195	+1%	+$41.6K	0.95%	38
2025 Q3	$4.34M	Buy	19,645 +215	+1%	+$48.4K	0.96%	40
2025 Q2	$4.45M	Buy	19,430 +70	+0.4%	+$16.2K	1%	39
2025 Q1	$4.48M	Sell	19,360 -173	-0.9%	-$38.3K	1.1%	35
2024 Q4	$3.94M	Sell	19,533 -179	-0.9%	-$38.4K	0.92%	44
2024 Q3	$4.09M	Sell	19,712 -371	-2%	-$77.4K	0.93%	44
2024 Q2	$4.28M	Sell	20,083 -1,212	-6%	-$252K	1.03%	37
2024 Q1	$4.54M	Sell	21,295 -3,781	-15%	-$743K	1.1%	36
2023 Q4	$4.49M	Buy	25,076 +831	+3%	+$139K	1.2%	36
2023 Q3	$3.7M	Buy	24,245 +1,416	+6%	+$229K	1.09%	39
2023 Q2	$3.96M	Buy	22,829 +1,752	+8%	+$290K	1.13%	37
2023 Q1	$3.44M	Buy	21,077 +5,043	+31%	+$772K	1.04%	41
2022 Q4	$2.52M	Buy	16,034 +881	+6%	+$142K	0.83%	48
2022 Q3	$2.43M	Buy	15,153 +12,360	+443%	+$2.04M	0.86%	47
2022 Q2	$427K	Buy	2,793 +153	+6%	+$24K	0.15%	85
2022 Q1	$418K	Hold	2,640	–	–	0.13%	94
2021 Q4	$440K	Hold	2,640	–	–	0.13%	90
2021 Q3	$394K	Hold	2,640	–	–	0.13%	91
2021 Q2	$370K	Hold	2,640	–	–	0.12%	89
2021 Q1	$341K	Hold	2,640	–	–	0.12%	94
2020 Q4	$312K	Hold	2,640	–	–	0.11%	80
2020 Q3	$299K	Hold	2,640	–	–	0.12%	79
2020 Q2	$280K	Hold	2,640	–	–	0.13%	77
2020 Q1	$244K	Hold	2,640	–	–	0.13%	76
2019 Q4	$301K	Hold	2,640	–	–	0.13%	74
2019 Q3	$304K	Hold	2,640	–	–	0.14%	74
2019 Q2	$304K	Hold	2,640	–	–	0.14%	73
2019 Q1	$275K	Hold	2,640	–	–	0.12%	81
2018 Q4	$234K	Hold	2,640	–	–	0.12%	82
2018 Q3	$239K	Hold	2,640	–	–	0.1%	83
2018 Q2	$214K	Hold	2,640	–	–	0.1%	84
2018 Q1	$222K	Hold	2,640	–	–	0.1%	79
2017 Q4	$228K	Hold	2,640	–	–	0.1%	80
2017 Q3	$207K	Buy	+2,640	New	+$201K	0.1%	68

Other funds holding WM

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

First National Bank of Mount Dora's WM Position: Q2 2026 in Review

First National Bank of Mount Dora increased its Waste Management (WM) stake by 0.32% in Q2 2026, buying an estimated $22.9K and bringing the position to 32,730 shares worth $7.29M. The position accounts for 1.46% of the portfolio, ranked #25.

First National Bank of Mount Dora first reported a position in WM in Q3 2017 and has held it in 36 quarters since. The position peaked at $7.5M in Q1 2026. 1,094 funds tracked by Wall St. Rank hold WM as of Q2 2026.

First National Bank of Mount Dora held 32,730 shares of Waste Management worth $7.29M as of Q2 2026.
First National Bank of Mount Dora bought 103 Waste Management shares in Q2 2026, an estimated $22.9K.
Waste Management made up 1.46% of First National Bank of Mount Dora's portfolio in Q2 2026, its #25 holding.
First National Bank of Mount Dora first reported a position in Waste Management in Q3 2017 and has held it in 36 quarters since.
First National Bank of Mount Dora's Waste Management position peaked at $7.5M in Q1 2026.
1,094 funds tracked by Wall St. Rank held Waste Management as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.