BFIM
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Beese Fulmer Investment Management’s Williams Companies WMB Stock Holding History

Beese Fulmer 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 		$696K Sell
9,359
-2,873
-23% -$211K 0.04% 188
2026
Q1 		$890K Buy
12,232
+1,131
+10% +$78.3K 0.06% 157
2025
Q4 		$667K Sell
11,101
-2,275
-17% -$138K 0.04% 169
2025
Q3 		$847K Sell
13,376
-153
-1% -$8.98K 0.06% 150
2025
Q2 		$850K Buy
13,529
+382
+3% +$22.6K 0.06% 151
2025
Q1 		$786K Buy
13,147
+247
+2% +$14.1K 0.07% 132
2024
Q4 		$698K Hold
12,900
– – 0.06% 136
2024
Q3 		$589K Hold
12,900
– – 0.05% 142
2024
Q2 		$548K Buy
12,900
+1,825
+16% +$73.2K 0.05% 143
2024
Q1 		$432K Hold
11,075
– – 0.04% 154
2023
Q4 		$386K Sell
11,075
-500
-4% -$17.5K 0.04% 166
2023
Q3 		$390K Hold
11,575
– – 0.04% 160
2023
Q2 		$378K Hold
11,575
– – 0.04% 166
2023
Q1 		$346K Hold
11,575
– – 0.04% 169
2022
Q4 		$381K Sell
11,575
-120
-1% -$3.91K 0.05% 170
2022
Q3 		$335K Buy
11,695
+320
+3% +$10.4K 0.05% 165
2022
Q2 		$355K Hold
11,375
– – 0.05% 166
2022
Q1 		$380K Sell
11,375
-1,000
-8% -$30.6K 0.04% 169
2021
Q4 		$322K Buy
12,375
+100
+0.8% +$2.76K 0.03% 187
2021
Q3 		$318K Buy
12,275
+1,000
+9% +$25.2K 0.04% 183
2021
Q2 		$299K Buy
+11,275
New +$289K 0.03% 181
2020
Q3 		– Sell
-1,246
Closed -$24K – 547
2020
Q2 		$24K Buy
+1,246
New +$23.2K ﹤0.01% 390

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beese Fulmer Investment Management's WMB Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Williams Companies (WMB) stake by 23% in Q2 2026, selling an estimated $211K and leaving 9,359 shares worth $696K. The position accounts for 0.04% of the portfolio, ranked #188.

Beese Fulmer Investment Management first reported a position in WMB in Q2 2020 and has held it in 22 quarters since. The position peaked at $890K in Q1 2026. 1,831 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Beese Fulmer Investment Management held 9,359 shares of Williams Companies worth $696K as of Q2 2026.
  • Beese Fulmer Investment Management sold 2,873 Williams Companies shares in Q2 2026, an estimated $211K.
  • Williams Companies made up 0.04% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #188 holding.
  • Beese Fulmer Investment Management first reported a position in Williams Companies in Q2 2020 and has held it in 22 quarters since.
  • Beese Fulmer Investment Management's Williams Companies position peaked at $890K in Q1 2026.
  • 1,831 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.