Brown, Lisle/Cummings’s Williams Companies WMB Stock Holding History

Brown, Lisle/Cummings’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	$52.1K	Sell	701 -23	-3%	-$1.69K	0.01%	390
2026 Q1	$52.7K	Buy	724 +334	+86%	+$23.1K	0.01%	353
2025 Q4	$23.4K	Hold	390	–	–	0.01%	414
2025 Q3	$24.7K	Hold	390	–	–	0.01%	405
2025 Q2	$24.5K	Hold	390	–	–	0.01%	404
2025 Q1	$23.3K	Buy	390 +25	+7%	+$1.43K	0.01%	400
2024 Q4	$19.8K	Hold	365	–	–	0.01%	421
2024 Q3	$16.7K	Hold	365	–	–	0.01%	411
2024 Q2	$15.5K	Hold	365	–	–	0.01%	410
2024 Q1	$14.2K	Hold	365	–	–	﹤0.01%	402
2023 Q4	$12.7K	Hold	365	–	–	﹤0.01%	414
2023 Q3	$12.3K	Hold	365	–	–	0.01%	384
2023 Q2	$11.9K	Buy	+365	New	+$11K	0.01%	402

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brown, Lisle/Cummings's WMB Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its Williams Companies (WMB) stake by 3.2% in Q2 2026, selling an estimated $1.69K and leaving 701 shares worth $52.1K. The position accounts for 0.01% of the portfolio, ranked #390.

Brown, Lisle/Cummings first reported a position in WMB in Q2 2023 and has held it in 13 quarters since. The position peaked at $52.7K in Q1 2026. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Brown, Lisle/Cummings held 701 shares of Williams Companies worth $52.1K as of Q2 2026.
Brown, Lisle/Cummings sold 23 Williams Companies shares in Q2 2026, an estimated $1.69K.
Williams Companies made up 0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #390 holding.
Brown, Lisle/Cummings first reported a position in Williams Companies in Q2 2023 and has held it in 13 quarters since.
Brown, Lisle/Cummings's Williams Companies position peaked at $52.7K in Q1 2026.
1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.