Contravisory Investment Management’s Williams Companies WMB Stock Holding History

Contravisory Investment 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	$753K	Buy	10,135 +1,331	+15%	+$97.9K	0.13%	123
2026 Q1	$641K	Sell	8,804 -192	-2%	-$13.3K	0.13%	128
2025 Q4	$541K	Sell	8,996 -372	-4%	-$22.5K	0.11%	140
2025 Q3	$593K	Sell	9,368 -18	-0.2%	-$1.06K	0.11%	130
2025 Q2	$590K	Buy	9,386 +315	+3%	+$18.6K	0.12%	120
2025 Q1	$542K	Buy	9,071 +109	+1%	+$6.24K	0.11%	129
2024 Q4	$485K	Buy	+8,962	New	+$483K	0.1%	143
2019 Q3	–	Sell	-2,519	Closed	-$71K	–	309
2019 Q2	$71K	Buy	+2,519	New	+$70K	0.03%	192

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

Contravisory Investment Management's WMB Position: Q2 2026 in Review

Contravisory Investment Management increased its Williams Companies (WMB) stake by 15% in Q2 2026, buying an estimated $97.9K and bringing the position to 10,135 shares worth $753K. The position accounts for 0.13% of the portfolio, ranked #123.

Contravisory Investment Management first reported a position in WMB in Q2 2019 and has held it in 8 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Contravisory Investment Management held 10,135 shares of Williams Companies worth $753K as of Q2 2026.
Contravisory Investment Management bought 1,331 Williams Companies shares in Q2 2026, an estimated $97.9K.
Williams Companies made up 0.13% of Contravisory Investment Management's portfolio in Q2 2026, its #123 holding.
Contravisory Investment Management first reported a position in Williams Companies in Q2 2019 and has held it in 8 quarters since.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.