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Diligent Investors’s Williams Companies WMB Stock Holding History

Diligent Investors’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 		$1.54M Buy
20,755
+3
+0% +$221 0.34% 71
2026
Q1 		$1.51M Buy
20,752
+2
+0% +$138 0.37% 73
2025
Q4 		$1.25M Buy
20,750
+202
+1% +$12.2K 0.31% 92
2025
Q3 		$1.3M Buy
20,548
+613
+3% +$36K 0.33% 85
2025
Q2 		$1.25M Buy
19,935
+552
+3% +$32.6K 0.3% 98
2025
Q1 		$1.16M Sell
19,383
-1,009
-5% -$57.8K 0.28% 100
2024
Q4 		$1.1M Buy
20,392
+1,103
+6% +$59.4K 0.25% 114
2024
Q3 		$881K Buy
19,289
+5
+0% +$220 0.2% 139
2024
Q2 		$820K Buy
19,284
+105
+0.5% +$4.21K 0.2% 136
2024
Q1 		$747K Buy
19,179
+1,556
+9% +$55.3K 0.19% 144
2023
Q4 		$614K Sell
17,623
-994
-5% -$34.9K 0.17% 150
2023
Q3 		$627K Sell
18,617
-1,546
-8% -$52.8K 0.19% 139
2023
Q2 		$658K Buy
20,163
+1,304
+7% +$39.1K 0.19% 130
2023
Q1 		$563K Buy
18,859
+4
+0% +$124 0.17% 141
2022
Q4 		$620K Buy
18,855
+7,604
+68% +$248K 0.2% 122
2022
Q3 		$322K Sell
11,251
-1,997
-15% -$65.1K 0.11% 176
2022
Q2 		$413K Buy
13,248
+6
+0% +$207 0.14% 159
2022
Q1 		$442K Sell
13,242
-1,994
-13% -$60.9K 0.13% 166
2021
Q4 		$397K Buy
15,236
+1,604
+12% +$44.3K 0.11% 177
2021
Q3 		$362K Hold
13,632
– – 0.12% 158
2021
Q2 		$362K Buy
13,632
+1,854
+16% +$47.5K 0.12% 159
2021
Q1 		$279K Sell
11,778
-3,995
-25% -$90.7K 0.1% 182
2020
Q4 		$316K Buy
+15,773
New +$320K 0.13% 153

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

Diligent Investors's WMB Position: Q2 2026 in Review

Diligent Investors increased its Williams Companies (WMB) stake by 0.01% in Q2 2026, buying an estimated $221 and bringing the position to 20,755 shares worth $1.54M. The position accounts for 0.34% of the portfolio, ranked #71.

Diligent Investors first reported a position in WMB in Q4 2020 and has held it in 23 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Diligent Investors held 20,755 shares of Williams Companies worth $1.54M as of Q2 2026.
  • Diligent Investors bought 3 Williams Companies shares in Q2 2026, an estimated $221.
  • Williams Companies made up 0.34% of Diligent Investors's portfolio in Q2 2026, its #71 holding.
  • Diligent Investors first reported a position in Williams Companies in Q4 2020 and has held it in 23 quarters since.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.