Citizens National Bank Trust Department’s Williams Companies WMB Stock Holding History

Citizens National Bank Trust Department’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	$74.3K	Hold	1,000	–	–	0.01%	244
2026 Q1	$72.8K	Hold	1,000	–	–	0.01%	244
2025 Q4	$60.1K	Hold	1,000	–	–	0.01%	248
2025 Q3	$63.4K	Hold	1,000	–	–	0.01%	244
2025 Q2	$62.8K	Hold	1,000	–	–	0.01%	233
2025 Q1	$59.8K	Buy	+1,000	New	+$57.2K	0.01%	232
2023 Q3	–	Sell	-750	Closed	-$24.5K	–	332
2023 Q2	$24.5K	Buy	+750	New	+$22.5K	0.01%	247
2022 Q4	–	Sell	-228	Closed	-$7K	–	329
2022 Q3	$7K	Hold	228	–	–	﹤0.01%	289
2022 Q2	$7K	Hold	228	–	–	﹤0.01%	293
2022 Q1	$8K	Hold	228	–	–	﹤0.01%	270
2021 Q4	$6K	Buy	+228	New	+$6.3K	﹤0.01%	278

Other funds holding WMB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Citizens National Bank Trust Department's WMB Position: Q2 2026 in Review

Citizens National Bank Trust Department held its Williams Companies (WMB) position steady in Q2 2026 at 1,000 shares worth $74.3K. The position accounts for 0.01% of the portfolio, ranked #244.

Citizens National Bank Trust Department first reported a position in WMB in Q4 2021 and has held it in 11 quarters since. 914 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Citizens National Bank Trust Department held 1,000 shares of Williams Companies worth $74.3K as of Q2 2026.
Citizens National Bank Trust Department left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up 0.01% of Citizens National Bank Trust Department's portfolio in Q2 2026, its #244 holding.
Citizens National Bank Trust Department first reported a position in Williams Companies in Q4 2021 and has held it in 11 quarters since.
914 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Citizens National Bank Trust Department's 13F filing for Q2 2026, filed 22 Jul 2026.