Congress Asset Management’s Williams Companies WMB Stock Holding History

Congress Asset Management’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	$130M	Sell	1,747,896 -71,975	-4%	-$5.3M	0.8%	39
2026 Q1	$132M	Sell	1,819,871 -25,097	-1%	-$1.74M	0.95%	26
2025 Q4	$111M	Sell	1,844,968 -33,997	-2%	-$2.06M	0.78%	41
2025 Q3	$119M	Sell	1,878,965 -11,544	-0.6%	-$677K	0.79%	40
2025 Q2	$119M	Buy	1,890,509 +4,531	+0.2%	+$268K	0.81%	36
2025 Q1	$113M	Buy	+1,885,978	New	+$108M	0.84%	37

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

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Congress Asset Management's WMB Position: Q2 2026 in Review

Congress Asset Management reduced its Williams Companies (WMB) stake by 4% in Q2 2026, selling an estimated $5.3M and leaving 1,747,896 shares worth $130M. The position accounts for 0.8% of the portfolio, ranked #39.

Congress Asset Management first reported a position in WMB in Q1 2025 and has held it in 6 quarters since. The position peaked at $132M in Q1 2026. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Congress Asset Management held 1,747,896 shares of Williams Companies worth $130M as of Q2 2026.
Congress Asset Management sold 71,975 Williams Companies shares in Q2 2026, an estimated $5.3M.
Williams Companies made up 0.8% of Congress Asset Management's portfolio in Q2 2026, its #39 holding.
Congress Asset Management first reported a position in Williams Companies in Q1 2025 and has held it in 6 quarters since.
Congress Asset Management's Williams Companies position peaked at $132M in Q1 2026.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.