Cromwell Holdings’s Williams Companies WMB Stock Holding History

Cromwell Holdings’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	$267K	Hold	3,593	–	–	0.12%	153
2026 Q1	$261K	Hold	3,593	–	–	0.15%	136
2025 Q4	$216K	Hold	3,593	–	–	0.12%	168
2025 Q3	$228K	Sell	3,593 -81	-2%	-$4.75K	0.12%	155
2025 Q2	$231K	Buy	3,674 +25	+0.7%	+$1.48K	0.14%	141
2025 Q1	$218K	Buy	3,649 +56	+2%	+$3.21K	0.14%	143
2024 Q4	$194K	Hold	3,593	–	–	0.11%	165
2024 Q3	$164K	Hold	3,593	–	–	0.11%	198
2024 Q2	$153K	Buy	+3,593	New	+$144K	0.09%	189

Other funds holding WMB

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 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

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

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Cromwell Holdings's WMB Position: Q2 2026 in Review

Cromwell Holdings held its Williams Companies (WMB) position steady in Q2 2026 at 3,593 shares worth $267K. The position accounts for 0.12% of the portfolio, ranked #153.

Cromwell Holdings first reported a position in WMB in Q2 2024 and has held it in 9 quarters since. 398 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Cromwell Holdings held 3,593 shares of Williams Companies worth $267K as of Q2 2026.
Cromwell Holdings left its Williams Companies share count unchanged in Q2 2026.
Williams Companies made up 0.12% of Cromwell Holdings's portfolio in Q2 2026, its #153 holding.
Cromwell Holdings first reported a position in Williams Companies in Q2 2024 and has held it in 9 quarters since.
398 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.