Cresset Asset Management’s Williams Companies WMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.7M | Sell |
76,649
-1,917
| -2% | -$141K | 0.02% | 384 |
|
|
2026
Q1 | $5.72M | Buy |
78,566
+14,310
| +22% | +$991K | 0.02% | 345 |
|
|
2025
Q4 | $3.86M | Buy |
64,256
+5,248
| +9% | +$317K | 0.02% | 411 |
|
|
2025
Q3 | $3.74M | Buy |
59,008
+1,696
| +3% | +$99.5K | 0.02% | 405 |
|
|
2025
Q2 | $3.6M | Sell |
57,312
-56,274
| -50% | -$3.32M | 0.02% | 385 |
|
|
2025
Q1 | $6.79M | Sell |
113,586
-1,407
| -1% | -$80.5K | 0.03% | 302 |
|
|
2024
Q4 | $6.22M | Sell |
114,993
-48,828
| -30% | -$2.63M | 0.03% | 312 |
|
|
2024
Q3 | $7.48M | Buy |
163,821
+3,841
| +2% | +$169K | 0.03% | 374 |
|
|
2024
Q2 | $6.8M | Buy |
159,980
+437
| +0.3% | +$17.5K | 0.03% | 366 |
|
|
2024
Q1 | $6.22M | Sell |
159,543
-6,181
| -4% | -$220K | 0.03% | 341 |
|
|
2023
Q4 | $5.77M | Sell |
165,724
-7,169
| -4% | -$252K | 0.03% | 306 |
|
|
2023
Q3 | $5.82M | Buy |
172,893
+7,166
| +4% | +$245K | 0.02% | 299 |
|
|
2023
Q2 | $5.41M | Buy |
165,727
+49,360
| +42% | +$1.48M | 0.01% | 394 |
|
|
2023
Q1 | $3.47M | Buy |
116,367
+42,265
| +57% | +$1.31M | 0.07% | 163 |
|
|
2022
Q4 | $2.41M | Sell |
74,102
-30,630
| -29% | -$997K | 0.03% | 183 |
|
|
2022
Q3 | $3M | Sell |
104,732
-5,546
| -5% | -$181K | 0.04% | 171 |
|
|
2022
Q2 | $3.34M | Sell |
110,278
-12,001
| -10% | -$414K | 0.04% | 161 |
|
|
2022
Q1 | $4.09M | Buy |
122,279
+26,278
| +27% | +$803K | 0.04% | 146 |
|
|
2021
Q4 | $2.5M | Buy |
96,001
+12,271
| +15% | +$339K | 0.02% | 260 |
|
|
2021
Q3 | $2.17M | Buy |
83,730
+37,500
| +81% | +$944K | 0.03% | 214 |
|
|
2021
Q2 | $1.23M | Buy |
46,230
+11,276
| +32% | +$289K | 0.02% | 305 |
|
|
2021
Q1 | $829K | Buy |
34,954
+24,235
| +226% | +$551K | 0.01% | 342 |
|
|
2020
Q4 | $215K | Sell |
10,719
-4,582
| -30% | -$92.9K | ﹤0.01% | 690 |
|
|
2020
Q3 | $301K | Buy |
15,301
+1,395
| +10% | +$28.4K | 0.01% | 511 |
|
|
2020
Q2 | $264K | Sell |
13,906
-57,410
| -81% | -$1.07M | 0.01% | 511 |
|
|
2020
Q1 | $1.01M | Sell |
71,316
-42,179
| -37% | -$817K | 0.03% | 190 |
|
|
2019
Q4 | $2.69M | Sell |
113,495
-5,344
| -4% | -$122K | 0.07% | 112 |
|
|
2019
Q3 | $2.86M | Buy |
118,839
+1,222
| +1% | +$30.8K | 0.09% | 107 |
|
|
2019
Q2 | $3.3M | Buy |
117,617
+113,541
| +2,786% | +$3.16M | 0.1% | 91 |
|
|
2019
Q1 | $117K | Sell |
4,076
-1,068
| -21% | -$28.6K | ﹤0.01% | 507 |
|
|
2018
Q4 | $113K | Buy |
+5,144
| New | +$129K | 0.01% | 300 |
|
Other funds holding WMB
Cresset Asset Management's WMB Position: Q2 2026 in Review
Cresset Asset Management reduced its Williams Companies (WMB) stake by 2.4% in Q2 2026, selling an estimated $141K and leaving 76,649 shares worth $5.7M. The position accounts for 0.02% of the portfolio, ranked #384.
Cresset Asset Management first reported a position in WMB in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.48M in Q3 2024. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.
- Cresset Asset Management held 76,649 shares of Williams Companies worth $5.7M as of Q2 2026.
- Cresset Asset Management sold 1,917 Williams Companies shares in Q2 2026, an estimated $141K.
- Williams Companies made up 0.02% of Cresset Asset Management's portfolio in Q2 2026, its #384 holding.
- Cresset Asset Management first reported a position in Williams Companies in Q4 2018 and has held it in 31 quarters since.
- Cresset Asset Management's Williams Companies position peaked at $7.48M in Q3 2024.
- 1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.
Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.