Cary Street Partners’s Williams Companies WMB Stock Holding History

Cary Street Partners’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	$26.1M	Sell	350,919 -2,954	-0.8%	-$217K	0.57%	36
2026 Q1	$25.8M	Sell	353,873 -318	-0.1%	-$22K	0.64%	34
2025 Q4	$21.3M	Buy	354,191 +4,402	+1%	+$266K	0.53%	39
2025 Q3	$22.2M	Buy	349,789 +732	+0.2%	+$43K	0.58%	37
2025 Q2	$21.9M	Buy	349,057 +731	+0.2%	+$43.2K	0.62%	34
2025 Q1	$20.8M	Buy	348,326 +716	+0.2%	+$41K	0.66%	33
2024 Q4	$18.8M	Buy	+347,610	New	+$18.7M	0.61%	40

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

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

Cary Street Partners reduced its Williams Companies (WMB) stake by 0.83% in Q2 2026, selling an estimated $217K and leaving 350,919 shares worth $26.1M. The position accounts for 0.57% of the portfolio, ranked #36.

Cary Street Partners first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Cary Street Partners held 350,919 shares of Williams Companies worth $26.1M as of Q2 2026.
Cary Street Partners sold 2,954 Williams Companies shares in Q2 2026, an estimated $217K.
Williams Companies made up 0.57% of Cary Street Partners's portfolio in Q2 2026, its #36 holding.
Cary Street Partners first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

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