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Cherokee Insurance’s Williams Companies WMB Stock Holding History

Cherokee Insurance’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 		– Sell
-19,729
Closed -$1.44M – 128
2026
Q1 		$1.44M Sell
19,729
-5,000
-20% -$346K 0.55% 53
2025
Q4 		$1.49M Hold
24,729
– – 0.6% 47
2025
Q3 		$1.57M Hold
24,729
– – 0.67% 42
2025
Q2 		$1.55M Hold
24,729
– – 0.68% 42
2025
Q1 		$1.48M Hold
24,729
– – 0.65% 44
2024
Q4 		$1.34M Buy
+24,729
New +$1.33M 0.61% 46

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

Cherokee Insurance's WMB Position: Q2 2026 in Review

Cherokee Insurance sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 19,729 shares — an estimated $1.44M sold.

Cherokee Insurance first reported a position in WMB in Q4 2024 and held it in 6 quarters. The position peaked at $1.57M in Q3 2025. 1,833 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Cherokee Insurance reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
  • Cherokee Insurance sold 19,729 Williams Companies shares in Q2 2026, an estimated $1.44M.
  • Cherokee Insurance first reported a position in Williams Companies in Q4 2024 and held it in 6 quarters.
  • Cherokee Insurance's Williams Companies position peaked at $1.57M in Q3 2025.
  • 1,833 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Cherokee Insurance's 13F filing for Q2 2026, filed 3 Aug 2026.