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Dockside LLC’s Williams Companies WMB Stock Holding History

Dockside LLC’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 		– Sell
-28,430
Closed -$2.07M – 345
2026
Q1 		$2.07M Buy
+28,430
New +$1.97M 0.52% 71

Other funds holding WMB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Dockside LLC's WMB Position: Q2 2026 in Review

Dockside LLC opened a new position in Williams Companies (WMB) in Q2 2026: 40,756 shares worth $3.03M. The stake represents 0.71% of the portfolio and ranks #45 among its holdings. This is a return to the name: Dockside LLC previously reported a position in WMB as recently as Q4 2025.

Dockside LLC first reported a position in WMB in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.54M in Q4 2025. 927 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Dockside LLC held 40,756 shares of Williams Companies worth $3.03M as of Q2 2026.
  • Williams Companies was a new Dockside LLC position in Q2 2026.
  • Williams Companies made up 0.71% of Dockside LLC's portfolio in Q2 2026, its #45 holding.
  • Dockside LLC first reported a position in Williams Companies in Q4 2025 and has held it in 2 quarters since.
  • Dockside LLC's Williams Companies position peaked at $3.54M in Q4 2025.
  • 927 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Dockside LLC's 13F filing for Q2 2026, filed 3 Aug 2026.