Aspect Partners’s Williams Companies WMB Stock Holding History

Aspect Partners’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	$24.9K	Hold	335	–	–	0.01%	181
2026 Q1	$24.4K	Sell	335 -1	-0.3%	-$69	0.01%	172
2025 Q4	$20.2K	Sell	336 -243	-42%	-$14.7K	0.01%	198
2025 Q3	$36.7K	Sell	579 -3	-0.5%	-$176	0.02%	174
2025 Q2	$36.6K	Buy	582 +261	+81%	+$15.4K	0.02%	170
2025 Q1	$19.2K	Sell	321 -6	-2%	-$343	0.01%	197
2024 Q4	$17.7K	Sell	327 -2	-0.6%	-$108	0.01%	213
2024 Q3	$15K	Hold	329	–	–	0.01%	223
2024 Q2	$14K	Hold	329	–	–	0.01%	225
2024 Q1	$12.8K	Hold	329	–	–	0.01%	240
2023 Q4	$11.5K	Buy	+329	New	+$11.5K	0.01%	243

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

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

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Aspect Partners's WMB Position: Q2 2026 in Review

Aspect Partners held its Williams Companies (WMB) position steady in Q2 2026 at 335 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #181.

Aspect Partners first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $36.7K in Q3 2025. 388 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Aspect Partners held 335 shares of Williams Companies worth $24.9K as of Q2 2026.
Aspect Partners left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up 0.01% of Aspect Partners's portfolio in Q2 2026, its #181 holding.
Aspect Partners first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's Williams Companies position peaked at $36.7K in Q3 2025.
388 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.