Chesley Taft & Associates’s Williams Companies WMB Stock Holding History

Chesley Taft & Associates’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	$776K	Buy	10,435 +53	+0.5%	+$3.9K	0.03%	247
2026 Q1	$756K	Hold	10,382	–	–	0.03%	242
2025 Q4	$624K	Sell	10,382 -38	-0.4%	-$2.3K	0.02%	264
2025 Q3	$660K	Buy	10,420 +199	+2%	+$11.7K	0.03%	247
2025 Q2	$642K	Buy	10,221 +184	+2%	+$10.9K	0.03%	244
2025 Q1	$600K	Buy	10,037 +37	+0.4%	+$2.12K	0.03%	243
2024 Q4	$541K	Hold	10,000	–	–	0.03%	244
2024 Q3	$457K	Hold	10,000	–	–	0.02%	261
2024 Q2	$425K	Hold	10,000	–	–	0.02%	254
2024 Q1	$390K	Hold	10,000	–	–	0.02%	264
2023 Q4	$348K	Buy	+10,000	New	+$351K	0.02%	268

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

Chesley Taft & Associates's WMB Position: Q2 2026 in Review

Chesley Taft & Associates increased its Williams Companies (WMB) stake by 0.51% in Q2 2026, buying an estimated $3.9K and bringing the position to 10,435 shares worth $776K. The position accounts for 0.03% of the portfolio, ranked #247.

Chesley Taft & Associates first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Chesley Taft & Associates held 10,435 shares of Williams Companies worth $776K as of Q2 2026.
Chesley Taft & Associates bought 53 Williams Companies shares in Q2 2026, an estimated $3.9K.
Williams Companies made up 0.03% of Chesley Taft & Associates's portfolio in Q2 2026, its #247 holding.
Chesley Taft & Associates first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.