Arlington Trust’s Williams Companies WMB Stock Holding History

Arlington 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
2026 Q2	$84.1K	Buy	1,131 +890	+369%	+$65.5K	0.01%	205
2026 Q1	$17.5K	Buy	+241	New	+$16.7K	﹤0.01%	347
2025 Q4	–	Sell	-306	Closed	-$19.4K	–	633
2025 Q3	$19.4K	Hold	306	–	–	﹤0.01%	446
2025 Q2	$19.2K	Hold	306	–	–	﹤0.01%	450
2025 Q1	$18.3K	Hold	306	–	–	﹤0.01%	469
2024 Q4	$16.6K	Hold	306	–	–	﹤0.01%	434
2024 Q3	$14K	Hold	306	–	–	﹤0.01%	428
2024 Q2	$13K	Hold	306	–	–	﹤0.01%	430
2024 Q1	$11.9K	Hold	306	–	–	﹤0.01%	376
2023 Q4	$10.7K	Hold	306	–	–	﹤0.01%	398
2023 Q3	$10.3K	Buy	+306	New	+$10.4K	﹤0.01%	235

Other funds holding WMB

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 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

Arlington Trust's WMB Position: Q2 2026 in Review

Arlington Trust increased its Williams Companies (WMB) stake by 369% in Q2 2026, buying an estimated $65.5K and bringing the position to 1,131 shares worth $84.1K. The position accounts for 0.01% of the portfolio, ranked #205.

Arlington Trust first reported a position in WMB in Q3 2023 and has held it in 11 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Arlington Trust held 1,131 shares of Williams Companies worth $84.1K as of Q2 2026.
Arlington Trust bought 890 Williams Companies shares in Q2 2026, an estimated $65.5K.
Williams Companies made up 0.01% of Arlington Trust's portfolio in Q2 2026, its #205 holding.
Arlington Trust first reported a position in Williams Companies in Q3 2023 and has held it in 11 quarters since.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.