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Courier Capital’s Williams Companies WMB Stock Holding History

Courier Capital’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 		$3.5M Sell
47,069
-189
-0.4% -$13.9K 0.17% 123
2026
Q1 		$3.44M Sell
47,258
-208
-0.4% -$14.4K 0.19% 116
2025
Q4 		$2.85M Buy
47,466
+162
+0.3% +$9.79K 0.16% 130
2025
Q3 		$3M Sell
47,304
-253
-0.5% -$14.8K 0.17% 123
2025
Q2 		$2.99M Sell
47,557
-694
-1% -$41K 0.18% 119
2025
Q1 		$2.88M Sell
48,251
-236
-0.5% -$13.5K 0.19% 120
2024
Q4 		$2.62M Sell
48,487
-17,650
-27% -$951K 0.18% 114
2024
Q3 		$3.02M Buy
+66,137
New +$2.91M 0.21% 103
2024
Q2 		– Sell
-67,541
Closed -$2.63M – 366
2024
Q1 		$2.63M Sell
67,541
-2,785
-4% -$99K 0.19% 107
2023
Q4 		$2.45M Buy
70,326
+346
+0.5% +$12.1K 0.19% 113
2023
Q3 		$2.36M Buy
69,980
+12,287
+21% +$419K 0.2% 110
2023
Q2 		$1.88M Buy
+57,693
New +$1.73M 0.15% 133

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

Courier Capital's WMB Position: Q2 2026 in Review

Courier Capital reduced its Williams Companies (WMB) stake by 0.4% in Q2 2026, selling an estimated $13.9K and leaving 47,069 shares worth $3.5M. The position accounts for 0.17% of the portfolio, ranked #123.

Courier Capital first reported a position in WMB in Q2 2023 and has held it in 12 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Courier Capital held 47,069 shares of Williams Companies worth $3.5M as of Q2 2026.
  • Courier Capital sold 189 Williams Companies shares in Q2 2026, an estimated $13.9K.
  • Williams Companies made up 0.17% of Courier Capital's portfolio in Q2 2026, its #123 holding.
  • Courier Capital first reported a position in Williams Companies in Q2 2023 and has held it in 12 quarters since.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.