Birchbrook’s Williams Companies WMB Stock Holding History

Birchbrook’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	$29.7K	Hold	400	–	–	0.01%	152
2026 Q1	$29.1K	Hold	400	–	–	0.01%	150
2025 Q4	$24K	Hold	400	–	–	0.01%	165
2025 Q3	$25.3K	Hold	400	–	–	0.01%	151
2025 Q2	$25.1K	Hold	400	–	–	0.01%	148
2025 Q1	$23.9K	Hold	400	–	–	0.01%	146
2024 Q4	$21.6K	Hold	400	–	–	0.01%	161
2024 Q3	$18.3K	Hold	400	–	–	0.01%	158
2024 Q2	$17K	Hold	400	–	–	0.01%	169
2024 Q1	$15.6K	Hold	400	–	–	0.01%	179
2023 Q4	$13.9K	Buy	+400	New	+$14K	0.01%	186

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

Birchbrook's WMB Position: Q2 2026 in Review

Birchbrook held its Williams Companies (WMB) position steady in Q2 2026 at 400 shares worth $29.7K. The position accounts for 0.01% of the portfolio, ranked #152.

Birchbrook first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Birchbrook held 400 shares of Williams Companies worth $29.7K as of Q2 2026.
Birchbrook left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up 0.01% of Birchbrook's portfolio in Q2 2026, its #152 holding.
Birchbrook first reported a position in Williams Companies in Q4 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 Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.