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D.J. St. Germain’s Williams Companies WMB Stock Holding History

D.J. St. Germain’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 		$66.1K Sell
889
-50
-5% -$3.68K ﹤0.01% 437
2026
Q1 		$68.3K Sell
939
-8
-0.8% -$554 ﹤0.01% 417
2025
Q4 		$56.9K Buy
947
+8
+0.9% +$484 ﹤0.01% 460
2025
Q3 		$59.5K Sell
939
-14
-1% -$822 ﹤0.01% 449
2025
Q2 		$59.9K Buy
953
+166
+21% +$9.8K ﹤0.01% 442
2025
Q1 		$47K Buy
787
+258
+49% +$14.8K ﹤0.01% 409
2024
Q4 		$28.6K Sell
529
-35
-6% -$1.89K ﹤0.01% 483
2024
Q3 		$25.7K Sell
564
-187
-25% -$8.22K ﹤0.01% 453
2024
Q2 		$31.9K Hold
751
– – ﹤0.01% 420
2024
Q1 		$29.3K Sell
751
-535
-42% -$19K ﹤0.01% 439
2023
Q4 		$44.8K Buy
+1,286
New +$45.1K ﹤0.01% 399

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

D.J. St. Germain's WMB Position: Q2 2026 in Review

D.J. St. Germain reduced its Williams Companies (WMB) stake by 5.3% in Q2 2026, selling an estimated $3.68K and leaving 889 shares worth $66.1K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

D.J. St. Germain first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $68.3K in Q1 2026. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • D.J. St. Germain held 889 shares of Williams Companies worth $66.1K as of Q2 2026.
  • D.J. St. Germain sold 50 Williams Companies shares in Q2 2026, an estimated $3.68K.
  • Williams Companies made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #437 holding.
  • D.J. St. Germain first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
  • D.J. St. Germain's Williams Companies position peaked at $68.3K in Q1 2026.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.