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Ausbil Investment Management’s Williams Companies WMB Stock Holding History

Ausbil Investment Management’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 		$9.54M Sell
131,090
-8,837
-6% -$650K 4.32% 6
2026
Q1 		$10.1M Buy
139,927
+35,729
+34% +$2.47M 5% 4
2025
Q4 		$6.26M Hold
104,198
– – 3.56% 8
2025
Q3 		$6.64M Buy
104,198
+12,896
+14% +$757K 3.54% 8
2025
Q2 		$5.73M Hold
91,302
– – 3.36% 7
2025
Q1 		$5.46M Sell
91,302
-7,614
-8% -$436K 3.33% 9
2024
Q4 		$5.6M Sell
98,916
-71,437
-42% -$3.85M 3.37% 7
2024
Q3 		$7.78M Sell
170,353
-141,857
-45% -$6.24M 2.68% 14
2024
Q2 		$13.3M Buy
312,210
+32,429
+12% +$1.3M 6.12% 3
2024
Q1 		$10.9M Buy
279,781
+34,071
+14% +$1.21M 5.45% 2
2023
Q4 		$8.56M Sell
245,710
-27,771
-10% -$975K 4.64% 7
2023
Q3 		$9.01M Sell
273,481
-34,142
-11% -$1.17M 5.57% 6
2023
Q2 		$10M Buy
307,623
+2,536
+0.8% +$76.1K 6.22% 6
2023
Q1 		$9.11M Buy
305,087
+63,144
+26% +$1.95M 6.37% 7
2022
Q4 		$7.94M Buy
+241,943
New +$7.88M 5.16% 8

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Ausbil Investment Management's WMB Position: Q2 2026 in Review

Ausbil Investment Management reduced its Williams Companies (WMB) stake by 6.3% in Q2 2026, selling an estimated $650K and leaving 131,090 shares worth $9.54M. The position accounts for 4.32% of the portfolio, ranked #6.

Ausbil Investment Management first reported a position in WMB in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.3M in Q2 2024. 1,080 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Ausbil Investment Management held 131,090 shares of Williams Companies worth $9.54M as of Q2 2026.
  • Ausbil Investment Management sold 8,837 Williams Companies shares in Q2 2026, an estimated $650K.
  • Williams Companies made up 4.32% of Ausbil Investment Management's portfolio in Q2 2026, its #6 holding.
  • Ausbil Investment Management first reported a position in Williams Companies in Q4 2022 and has held it in 15 quarters since.
  • Ausbil Investment Management's Williams Companies position peaked at $13.3M in Q2 2024.
  • 1,080 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Ausbil Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.