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Cary Street Partners Investment Advisory’s Williams Companies WMB Stock Holding History

Cary Street Partners Investment Advisory’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 		$2.25M Buy
30,230
+516
+2% +$38K 0.45% 54
2026
Q1 		$2.16M Buy
29,714
+85
+0.3% +$5.88K 0.55% 43
2025
Q4 		$1.78M Buy
29,629
+782
+3% +$47.3K 0.48% 57
2025
Q3 		$1.83M Sell
28,847
-1,073
-4% -$63K 0.76% 24
2025
Q2 		$1.88M Buy
29,920
+639
+2% +$37.7K 0.91% 19
2025
Q1 		$1.75M Buy
29,281
+2,315
+9% +$133K 1.01% 20
2024
Q4 		$1.46M Sell
26,966
-347,350
-93% -$18.7M 0.96% 21
2024
Q3 		$17.1M Sell
374,316
-2,402
-0.6% -$106K 0.63% 37
2024
Q2 		$16M Sell
376,718
-754
-0.2% -$30.2K 0.65% 35
2024
Q1 		$14.7M Buy
377,472
+22,845
+6% +$812K 0.62% 35
2023
Q4 		$12.4M Buy
354,627
+1,610
+0.5% +$56.5K 0.59% 36
2023
Q3 		$11.9M Buy
353,017
+87
+0% +$2.97K 0.64% 34
2023
Q2 		$11.5M Sell
352,930
-18,345
-5% -$551K 0.74% 29
2023
Q1 		$11.1M Sell
371,275
-5,852
-2% -$181K 0.8% 35
2022
Q4 		$12.4M Sell
377,127
-3,904
-1% -$127K 0.91% 21
2022
Q3 		$10.9M Buy
381,031
+32,177
+9% +$1.05M 0.9% 27
2022
Q2 		$10.9M Buy
+348,854
New +$12M 0.92% 27
2020
Q4 		– Sell
-200
Closed -$4K – 879
2020
Q3 		$4K Buy
+200
New +$4.07K ﹤0.01% 863

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cary Street Partners Investment Advisory's WMB Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Williams Companies (WMB) stake by 1.7% in Q2 2026, buying an estimated $38K and bringing the position to 30,230 shares worth $2.25M. The position accounts for 0.45% of the portfolio, ranked #54.

Cary Street Partners Investment Advisory first reported a position in WMB in Q3 2020 and has held it in 18 quarters since. The position peaked at $17.1M in Q3 2024. 1,273 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Cary Street Partners Investment Advisory held 30,230 shares of Williams Companies worth $2.25M as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 516 Williams Companies shares in Q2 2026, an estimated $38K.
  • Williams Companies made up 0.45% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #54 holding.
  • Cary Street Partners Investment Advisory first reported a position in Williams Companies in Q3 2020 and has held it in 18 quarters since.
  • Cary Street Partners Investment Advisory's Williams Companies position peaked at $17.1M in Q3 2024.
  • 1,273 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.