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Bartlett & Co Wealth Management’s Williams Companies WMB Stock Holding History

Bartlett & Co Wealth 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 		$5.51M Sell
74,121
-224
-0.3% -$16.5K 0.07% 141
2026
Q1 		$5.61M Sell
74,345
-1,650
-2% -$114K 0.07% 134
2025
Q4 		$4.57M Sell
75,995
-655
-0.9% -$39.6K 0.06% 146
2025
Q3 		$4.86M Sell
76,650
-2,557
-3% -$150K 0.06% 144
2025
Q2 		$4.97M Buy
79,207
+582
+0.7% +$34.4K 0.07% 139
2025
Q1 		$4.7M Sell
78,625
-3,203
-4% -$183K 0.07% 138
2024
Q4 		$4.43M Sell
81,828
-4,793
-6% -$258K 0.06% 142
2024
Q3 		$3.95M Sell
86,621
-17,535
-17% -$771K 0.06% 151
2024
Q2 		$4.43M Sell
104,156
-12,732
-11% -$511K 0.07% 143
2024
Q1 		$4.56M Sell
116,888
-11,850
-9% -$421K 0.07% 145
2023
Q4 		$4.5M Buy
128,738
+1,510
+1% +$53K 0.07% 145
2023
Q3 		$4.29M Sell
127,228
-2,955
-2% -$101K 0.08% 145
2023
Q2 		$4.25M Buy
130,183
+129,495
+18,822% +$3.89M 0.07% 144
2023
Q1 		$20.5K Hold
688
– – ﹤0.01% 708
2022
Q4 		$22.6K Buy
688
+240
+54% +$7.81K ﹤0.01% 703
2022
Q3 		$12.8K Hold
448
– – ﹤0.01% 785
2022
Q2 		$14K Hold
448
– – ﹤0.01% 803
2022
Q1 		$15K Buy
+448
New +$13.7K ﹤0.01% 772
2021
Q4 		– Sell
-232
Closed -$6.02K – 892
2021
Q3 		$6.02K Sell
232
-24
-9% -$604 ﹤0.01% 750
2021
Q2 		$6.8K Sell
256
-666
-72% -$17.1K ﹤0.01% 730
2021
Q1 		$21.8K Sell
922
-78
-8% -$1.77K ﹤0.01% 653
2020
Q4 		$20.1K Buy
1,000
+248
+33% +$5.03K ﹤0.01% 667
2020
Q3 		$14.8K Hold
752
– – ﹤0.01% 649
2020
Q2 		$14.3K Sell
752
-1,500
-67% -$27.9K ﹤0.01% 648
2020
Q1 		$31.9K Sell
2,252
-1,613
-42% -$31.2K ﹤0.01% 529
2019
Q4 		$91.7K Buy
3,865
+43
+1% +$985 ﹤0.01% 416
2019
Q3 		$92K Buy
3,822
+3,000
+365% +$75.6K ﹤0.01% 402
2019
Q2 		$23K Buy
822
+156
+23% +$4.33K ﹤0.01% 519
2019
Q1 		$19.1K Hold
666
– – ﹤0.01% 520
2018
Q4 		$14.7K Hold
666
– – ﹤0.01% 545
2018
Q3 		$18.1K Hold
666
– – ﹤0.01% 549
2018
Q2 		$18.1K Sell
666
-231
-26% -$6.09K ﹤0.01% 537
2018
Q1 		$22.3K Buy
+897
New +$26.5K ﹤0.01% 529

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

Bartlett & Co Wealth Management's WMB Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Williams Companies (WMB) stake by 0.3% in Q2 2026, selling an estimated $16.5K and leaving 74,121 shares worth $5.51M. The position accounts for 0.07% of the portfolio, ranked #141.

Bartlett & Co Wealth Management first reported a position in WMB in Q1 2018 and has held it in 33 quarters since. The position peaked at $5.61M in Q1 2026. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Bartlett & Co Wealth Management held 74,121 shares of Williams Companies worth $5.51M as of Q2 2026.
  • Bartlett & Co Wealth Management sold 224 Williams Companies shares in Q2 2026, an estimated $16.5K.
  • Williams Companies made up 0.07% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Bartlett & Co Wealth Management first reported a position in Williams Companies in Q1 2018 and has held it in 33 quarters since.
  • Bartlett & Co Wealth Management's Williams Companies position peaked at $5.61M in Q1 2026.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.