First National Bank of Mount Dora’s Williams Companies WMB Stock Holding History

First National Bank of Mount Dora’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 Q2	$3.99M	Sell	53,675 -799	-1%	-$58.8K	0.8%	45
2026 Q1	$3.96M	Sell	54,474 -10,527	-16%	-$729K	0.86%	46
2025 Q4	$3.91M	Buy	65,001 +2,650	+4%	+$160K	0.85%	43
2025 Q3	$3.95M	Buy	+62,351	New	+$3.66M	0.87%	46

Other funds holding WMB

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

JIC

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

First National Bank of Mount Dora reduced its Williams Companies (WMB) stake by 1.5% in Q2 2026, selling an estimated $58.8K and leaving 53,675 shares worth $3.99M. The position accounts for 0.8% of the portfolio, ranked #45.

First National Bank of Mount Dora first reported a position in WMB in Q3 2025 and has held it in 4 quarters since. 783 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

First National Bank of Mount Dora held 53,675 shares of Williams Companies worth $3.99M as of Q2 2026.
First National Bank of Mount Dora sold 799 Williams Companies shares in Q2 2026, an estimated $58.8K.
Williams Companies made up 0.8% of First National Bank of Mount Dora's portfolio in Q2 2026, its #45 holding.
First National Bank of Mount Dora first reported a position in Williams Companies in Q3 2025 and has held it in 4 quarters since.
783 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

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