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Clarus Group’s Williams Companies WMB Stock Holding History

Clarus Group’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 		$236K Sell
3,179
-4,293
-57% -$316K 0.08% 110
2026
Q1 		$544K Buy
7,472
+74
+1% +$5.12K 0.19% 47
2025
Q4 		$445K Buy
7,398
+9
+0.1% +$544 0.16% 61
2025
Q3 		$468K Buy
7,389
+8
+0.1% +$469 0.16% 58
2025
Q2 		$464K Buy
7,381
+9
+0.1% +$531 0.17% 60
2025
Q1 		$441K Sell
7,372
-362
-5% -$20.7K 0.17% 59
2024
Q4 		$419K Buy
7,734
+9
+0.1% +$485 0.15% 64
2024
Q3 		$353K Sell
7,725
-181
-2% -$7.96K 0.15% 72
2024
Q2 		$336K Buy
7,906
+12
+0.2% +$481 0.15% 79
2024
Q1 		$308K Sell
7,894
-92
-1% -$3.27K 0.22% 80
2023
Q4 		$278K Sell
7,986
-1,387
-15% -$48.7K 0.21% 82
2023
Q3 		$316K Sell
9,373
-850
-8% -$29K 0.23% 72
2023
Q2 		$334K Buy
10,223
+2,151
+27% +$64.6K 0.24% 71
2023
Q1 		$241K Sell
8,072
-181
-2% -$5.59K 0.23% 73
2022
Q4 		$272K Hold
8,253
– – 0.24% 72
2022
Q3 		$236K Buy
8,253
+300
+4% +$9.77K 0.22% 77
2022
Q2 		$248K Sell
7,953
-1,000
-11% -$34.5K 0.21% 79
2022
Q1 		$299K Buy
8,953
+47
+0.5% +$1.44K 0.2% 77
2021
Q4 		$239K Hold
8,906
– – 0.16% 92
2021
Q3 		$231K Sell
8,906
-873
-9% -$22K 0.16% 96
2021
Q2 		$261K Hold
9,779
– – 0.2% 85
2021
Q1 		$236K Hold
9,779
– – 0.2% 87
2020
Q4 		$223K Buy
+9,779
New +$198K 0.19% 87

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)
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FI
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

Clarus Group's WMB Position: Q2 2026 in Review

Clarus Group reduced its Williams Companies (WMB) stake by 57% in Q2 2026, selling an estimated $316K and leaving 3,179 shares worth $236K. The position accounts for 0.08% of the portfolio, ranked #110.

Clarus Group first reported a position in WMB in Q4 2020 and has held it in 23 quarters since. The position peaked at $544K in Q1 2026. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Clarus Group held 3,179 shares of Williams Companies worth $236K as of Q2 2026.
  • Clarus Group sold 4,293 Williams Companies shares in Q2 2026, an estimated $316K.
  • Williams Companies made up 0.08% of Clarus Group's portfolio in Q2 2026, its #110 holding.
  • Clarus Group first reported a position in Williams Companies in Q4 2020 and has held it in 23 quarters since.
  • Clarus Group's Williams Companies position peaked at $544K in Q1 2026.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Clarus Group's 13F filing for Q2 2026, filed 24 Jul 2026.