1620 Investment Advisors’s Williams Companies WMB Stock Holding History

1620 Investment Advisors’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	$449K	Sell	6,040 -2,201	-27%	-$162K	0.28%	100
2026 Q1	$600K	Hold	8,241	–	–	0.41%	72
2025 Q4	$495K	Sell	8,241 -3	-0%	-$181	0.33%	88
2025 Q3	$522K	Sell	8,244 -6,132	-43%	-$360K	0.35%	83
2025 Q2	$903K	Sell	14,376 -36	-0.2%	-$2.13K	0.64%	38
2025 Q1	$861K	Sell	14,412 -88	-0.6%	-$5.04K	0.66%	31
2024 Q4	$785K	Sell	14,500 -587	-4%	-$31.6K	0.59%	40
2024 Q3	$689K	Sell	15,087 -18	-0.1%	-$791	0.5%	53
2024 Q2	$642K	Buy	+15,105	New	+$606K	0.49%	49
2024 Q1	–	Sell	-8,329	Closed	-$290K	–	152
2023 Q4	$290K	Sell	8,329 -1,647	-17%	-$57.8K	0.32%	107
2023 Q3	$336K	Sell	9,976 -318	-3%	-$10.9K	0.38%	94
2023 Q2	$336K	Buy	10,294 +98	+1%	+$2.94K	0.36%	92
2023 Q1	$304K	Sell	10,196 -7	-0.1%	-$216	0.37%	93
2022 Q4	$336K	Buy	10,203 +123	+1%	+$4K	0.41%	88
2022 Q3	$289K	Hold	10,080	–	–	0.43%	85
2022 Q2	$315K	Sell	10,080 -12,657	-56%	-$437K	0.43%	84
2022 Q1	$592K	Hold	22,737	–	–	0.64%	58
2021 Q4	$592K	Buy	+22,737	New	+$628K	0.66%	56

Other funds holding WMB

CCM

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

CAM

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

1620 Investment Advisors's WMB Position: Q2 2026 in Review

1620 Investment Advisors reduced its Williams Companies (WMB) stake by 27% in Q2 2026, selling an estimated $162K and leaving 6,040 shares worth $449K. The position accounts for 0.28% of the portfolio, ranked #100.

1620 Investment Advisors first reported a position in WMB in Q4 2021 and has held it in 18 quarters since. The position peaked at $903K in Q2 2025. 398 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

1620 Investment Advisors held 6,040 shares of Williams Companies worth $449K as of Q2 2026.
1620 Investment Advisors sold 2,201 Williams Companies shares in Q2 2026, an estimated $162K.
Williams Companies made up 0.28% of 1620 Investment Advisors's portfolio in Q2 2026, its #100 holding.
1620 Investment Advisors first reported a position in Williams Companies in Q4 2021 and has held it in 18 quarters since.
1620 Investment Advisors's Williams Companies position peaked at $903K in Q2 2025.
398 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.