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Certuity’s Williams Companies WMB Stock Holding History

Certuity’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 		$174K Sell
2,345
-1,009
-30% -$74.3K 0.01% 638
2026
Q1 		$244K Sell
3,354
-1,255
-27% -$86.9K 0.02% 526
2025
Q4 		$277K Sell
4,609
-330
-7% -$20K 0.02% 441
2025
Q3 		$313K Buy
4,939
+1,280
+35% +$75.1K 0.02% 379
2025
Q2 		$230K Buy
3,659
+41
+1% +$2.42K 0.02% 362
2025
Q1 		$216K Sell
3,618
-1,023
-22% -$58.6K 0.02% 358
2024
Q4 		$251K Sell
4,641
-380
-8% -$20.5K 0.03% 292
2024
Q3 		$229K Sell
5,021
-511
-9% -$22.5K 0.02% 312
2024
Q2 		$235K Buy
5,532
+156
+3% +$6.26K 0.02% 305
2024
Q1 		$210K Sell
5,376
-577
-10% -$20.5K 0.02% 303
2023
Q4 		$207K Buy
+5,953
New +$209K 0.02% 316
2022
Q2 		– Sell
-18,606
Closed -$622K – 307
2022
Q1 		$622K Buy
18,606
+1,595
+9% +$48.7K 0.13% 110
2021
Q4 		$443K Sell
17,011
-72
-0.4% -$1.99K 0.1% 146
2021
Q3 		$443K Buy
17,083
+942
+6% +$23.7K 0.09% 180
2021
Q2 		$429K Buy
16,141
+3,239
+25% +$82.9K 0.1% 157
2021
Q1 		$306K Buy
+12,902
New +$293K 0.08% 200

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Certuity's WMB Position: Q2 2026 in Review

Certuity reduced its Williams Companies (WMB) stake by 30% in Q2 2026, selling an estimated $74.3K and leaving 2,345 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #638.

Certuity first reported a position in WMB in Q1 2021 and has held it in 16 quarters since. The position peaked at $622K in Q1 2022. 1,831 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Certuity held 2,345 shares of Williams Companies worth $174K as of Q2 2026.
  • Certuity sold 1,009 Williams Companies shares in Q2 2026, an estimated $74.3K.
  • Williams Companies made up 0.01% of Certuity's portfolio in Q2 2026, its #638 holding.
  • Certuity first reported a position in Williams Companies in Q1 2021 and has held it in 16 quarters since.
  • Certuity's Williams Companies position peaked at $622K in Q1 2022.
  • 1,831 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.