CGC Financial Services’s Williams Companies WMB Stock Holding History

CGC Financial Services’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	$2.01K	Hold	27	–	–	﹤0.01%	293
2026 Q1	$1.97K	Hold	27	–	–	﹤0.01%	283
2025 Q4	$1.62K	Hold	27	–	–	﹤0.01%	298
2025 Q3	$1.71K	Hold	27	–	–	﹤0.01%	294
2025 Q2	$1.7K	Buy	+27	New	+$1.59K	﹤0.01%	280
2024 Q1	–	Sell	-1,000	Closed	-$34.8K	–	386
2023 Q4	$34.8K	Buy	+1,000	New	+$35.1K	0.02%	128

Other funds holding WMB

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 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

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CGC Financial Services's WMB Position: Q2 2026 in Review

CGC Financial Services held its Williams Companies (WMB) position steady in Q2 2026 at 27 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

CGC Financial Services first reported a position in WMB in Q4 2023 and has held it in 6 quarters since. The position peaked at $34.8K in Q4 2023. 279 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

CGC Financial Services held 27 shares of Williams Companies worth $2.01K as of Q2 2026.
CGC Financial Services left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #293 holding.
CGC Financial Services first reported a position in Williams Companies in Q4 2023 and has held it in 6 quarters since.
CGC Financial Services's Williams Companies position peaked at $34.8K in Q4 2023.
279 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.