Annis Gardner Whiting Capital Advisors’s Williams Companies WMB Stock Holding History

Annis Gardner Whiting Capital 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	$1.03M	Buy	13,883 +5,203	+60%	+$383K	0.15%	116
2026 Q1	$632K	Buy	8,680 +3,310	+62%	+$229K	0.1%	164
2025 Q4	$323K	Buy	5,370 +506	+10%	+$30.6K	0.06%	236
2025 Q3	$308K	Buy	4,864 +268	+6%	+$15.7K	0.06%	231
2025 Q2	$289K	Buy	4,596 +1,054	+30%	+$62.2K	0.1%	178
2025 Q1	$212K	Sell	3,542 -205	-5%	-$11.7K	0.09%	184
2024 Q4	$203K	Sell	3,747 -1,230	-25%	-$66.3K	0.06%	200
2024 Q3	$227K	Hold	4,977	–	–	0.06%	199
2024 Q2	$212K	Buy	4,977 +31	+0.6%	+$1.24K	0.06%	208
2024 Q1	$193K	Buy	4,946 +31	+0.6%	+$1.1K	0.07%	186
2023 Q4	$171K	Hold	4,915	–	–	0.08%	169
2023 Q3	$166K	Buy	+4,915	New	+$168K	0.09%	159

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's WMB Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Williams Companies (WMB) stake by 60% in Q2 2026, buying an estimated $383K and bringing the position to 13,883 shares worth $1.03M. The position accounts for 0.15% of the portfolio, ranked #116.

Annis Gardner Whiting Capital Advisors first reported a position in WMB in Q3 2023 and has held it in 12 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 13,883 shares of Williams Companies worth $1.03M as of Q2 2026.
Annis Gardner Whiting Capital Advisors bought 5,203 Williams Companies shares in Q2 2026, an estimated $383K.
Williams Companies made up 0.15% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #116 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Williams Companies in Q3 2023 and has held it in 12 quarters since.
1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.