Calamos Wealth Management’s Williams Companies WMB Stock Holding History

Calamos 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	$693K	Sell	9,325 -1,340	-13%	-$98.6K	0.02%	269
2026 Q1	$776K	Buy	10,665 +188	+2%	+$13K	0.03%	237
2025 Q4	$630K	Buy	10,477 +2,096	+25%	+$127K	0.02%	247
2025 Q3	$531K	Sell	8,381 -91	-1%	-$5.34K	0.02%	257
2025 Q2	$532K	Buy	+8,472	New	+$500K	0.02%	230
2015 Q1	–	Sell	-24,489	Closed	-$1.1M	–	263
2014 Q4	$1.1M	Buy	+24,489	New	+$1.25M	0.32%	117

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 $3.37T AUM 44.26% 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

Calamos Wealth Management's WMB Position: Q2 2026 in Review

Calamos Wealth Management reduced its Williams Companies (WMB) stake by 13% in Q2 2026, selling an estimated $98.6K and leaving 9,325 shares worth $693K. The position accounts for 0.02% of the portfolio, ranked #269.

Calamos Wealth Management first reported a position in WMB in Q4 2014 and has held it in 6 quarters since. The position peaked at $1.1M in Q4 2014. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Calamos Wealth Management held 9,325 shares of Williams Companies worth $693K as of Q2 2026.
Calamos Wealth Management sold 1,340 Williams Companies shares in Q2 2026, an estimated $98.6K.
Williams Companies made up 0.02% of Calamos Wealth Management's portfolio in Q2 2026, its #269 holding.
Calamos Wealth Management first reported a position in Williams Companies in Q4 2014 and has held it in 6 quarters since.
Calamos Wealth Management's Williams Companies position peaked at $1.1M in Q4 2014.
1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.