Chicago Trust’s Williams Companies WMB Stock Holding History

Chicago Trust’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	$406K	Sell	5,456 -160	-3%	-$11.8K	0.06%	269
2026 Q1	$409K	Sell	5,616 -1,205	-18%	-$83.4K	0.07%	267
2025 Q4	$410K	Sell	6,821 -1,250	-15%	-$75.6K	0.06%	271
2025 Q3	$511K	Buy	8,071 +73	+0.9%	+$4.28K	0.07%	249
2025 Q2	$502K	Buy	7,998 +1,929	+32%	+$114K	0.07%	241
2025 Q1	$363K	Buy	6,069 +675	+13%	+$38.6K	0.06%	250
2024 Q4	$292K	Hold	5,394	–	–	0.05%	275
2024 Q3	$246K	Buy	+5,394	New	+$237K	0.04%	325

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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

Chicago Trust's WMB Position: Q2 2026 in Review

Chicago Trust reduced its Williams Companies (WMB) stake by 2.8% in Q2 2026, selling an estimated $11.8K and leaving 5,456 shares worth $406K. The position accounts for 0.06% of the portfolio, ranked #269.

Chicago Trust first reported a position in WMB in Q3 2024 and has held it in 8 quarters since. The position peaked at $511K in Q3 2025. 398 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Chicago Trust held 5,456 shares of Williams Companies worth $406K as of Q2 2026.
Chicago Trust sold 160 Williams Companies shares in Q2 2026, an estimated $11.8K.
Williams Companies made up 0.06% of Chicago Trust's portfolio in Q2 2026, its #269 holding.
Chicago Trust first reported a position in Williams Companies in Q3 2024 and has held it in 8 quarters since.
Chicago Trust's Williams Companies position peaked at $511K in Q3 2025.
398 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.