Cottonwood Capital Advisors’s Williams Companies WMB Stock Holding History

Cottonwood Capital Advisors’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	$513K	Hold	6,903	–	–	0.31%	57
2026 Q1	$502K	Hold	6,903	–	–	0.35%	57
2025 Q4	$415K	Hold	6,903	–	–	0.3%	68
2025 Q3	$437K	Hold	6,903	–	–	0.32%	62
2025 Q2	$434K	Hold	6,903	–	–	0.29%	73
2025 Q1	$412K	Sell	6,903 -363	-5%	-$20.8K	0.3%	72
2024 Q4	$393K	Sell	7,266 -2	-0%	-$108	0.28%	68
2024 Q3	$332K	Sell	7,268 -193	-3%	-$8.48K	0.24%	84
2024 Q2	$316K	Sell	7,461 -77	-1%	-$3.09K	0.25%	82
2024 Q1	$285K	Sell	7,538 -9	-0.1%	-$320	0.23%	89
2023 Q4	$263K	Sell	7,547 -5,545	-42%	-$195K	0.22%	100
2023 Q3	$441K	Buy	13,092 +2,556	+24%	+$87.2K	0.41%	58
2023 Q2	$344K	Sell	10,536 -8	-0.1%	-$240	0.32%	67
2023 Q1	$315K	Sell	10,544 -221	-2%	-$6.83K	0.29%	70
2022 Q4	$354K	Sell	10,765 -5	-0%	-$163	0.32%	65
2022 Q3	$308K	Sell	10,770 -9	-0.1%	-$293	0.29%	68
2022 Q2	$336K	Hold	10,779	–	–	0.3%	64
2022 Q1	$360K	Hold	10,779	–	–	0.29%	64
2021 Q4	$281K	Buy	+10,779	New	+$298K	0.22%	82

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Cottonwood Capital Advisors's WMB Position: Q2 2026 in Review

Cottonwood Capital Advisors held its Williams Companies (WMB) position steady in Q2 2026 at 6,903 shares worth $513K. The position accounts for 0.31% of the portfolio, ranked #57.

Cottonwood Capital Advisors first reported a position in WMB in Q4 2021 and has held it in 19 quarters since. 1,168 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Cottonwood Capital Advisors held 6,903 shares of Williams Companies worth $513K as of Q2 2026.
Cottonwood Capital Advisors left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up 0.31% of Cottonwood Capital Advisors's portfolio in Q2 2026, its #57 holding.
Cottonwood Capital Advisors first reported a position in Williams Companies in Q4 2021 and has held it in 19 quarters since.
1,168 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Cottonwood Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.