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Evergreen Capital Management’s Williams Companies WMB Stock Holding History

Evergreen Capital Management’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 		$1.9M Sell
25,618
-145
-0.6% -$10.7K 0.03% 350
2026
Q1 		$1.88M Buy
25,763
+4,371
+20% +$303K 0.04% 331
2025
Q4 		$1.29M Sell
21,392
-2,097
-9% -$127K 0.03% 394
2025
Q3 		$1.49M Buy
23,489
+1,560
+7% +$91.5K 0.04% 334
2025
Q2 		$1.38M Sell
21,929
-1,129
-5% -$66.7K 0.04% 312
2025
Q1 		$1.38M Buy
23,058
+47
+0.2% +$2.69K 0.05% 288
2024
Q4 		$1.25M Sell
23,011
-2,594
-10% -$140K 0.04% 304
2024
Q3 		$1.17M Sell
25,605
-66
-0.3% -$2.9K 0.04% 314
2024
Q2 		$1.09M Buy
25,671
+3,876
+18% +$155K 0.04% 296
2024
Q1 		$849K Sell
21,795
-494
-2% -$17.6K 0.03% 319
2023
Q4 		$776K Buy
22,289
+2,980
+15% +$105K 0.03% 317
2023
Q3 		$651K Sell
19,309
-254
-1% -$8.67K 0.03% 336
2023
Q2 		$638K Buy
19,563
+6,117
+45% +$184K 0.03% 349
2023
Q1 		$402K Sell
13,446
-3,325
-20% -$103K 0.02% 421
2022
Q4 		$552K Buy
16,771
+2,402
+17% +$78.2K 0.03% 356
2022
Q3 		$411K Buy
14,369
+409
+3% +$13.3K 0.02% 381
2022
Q2 		$436K Sell
13,960
-2,081
-13% -$71.8K 0.02% 363
2022
Q1 		$536K Buy
16,041
+183
+1% +$5.59K 0.02% 362
2021
Q4 		$413K Buy
15,858
+254
+2% +$7.02K 0.02% 406
2021
Q3 		$405K Buy
15,604
+1,817
+13% +$45.8K 0.02% 385
2021
Q2 		$366K Buy
13,787
+23
+0.2% +$589 0.02% 377
2021
Q1 		$326K Buy
13,764
+1,626
+13% +$36.9K 0.02% 386
2020
Q4 		$243K Buy
12,138
+390
+3% +$7.91K 0.01% 381
2020
Q3 		$231K Buy
11,748
+174
+2% +$3.54K 0.02% 366
2020
Q2 		$220K Buy
11,574
+610
+6% +$11.4K 0.02% 349
2020
Q1 		$155K Buy
10,964
+1,564
+17% +$30.3K 0.01% 339
2019
Q4 		$223K Buy
9,400
+401
+4% +$9.19K 0.02% 418
2019
Q3 		$217K Sell
8,999
-4,486
-33% -$113K 0.02% 381
2019
Q2 		$378K Buy
13,485
+1,259
+10% +$35K 0.04% 267
2019
Q1 		$351K Buy
12,226
+760
+7% +$20.4K 0.04% 252
2018
Q4 		$253K Sell
11,466
-34,039
-75% -$851K 0.03% 305
2018
Q3 		$1.24M Buy
45,505
+7,486
+20% +$217K 0.11% 143
2018
Q2 		$1.03M Buy
38,019
+5,614
+17% +$148K 0.1% 147
2018
Q1 		$806K Buy
32,405
+1,745
+6% +$51.5K 0.08% 159
2017
Q4 		$935K Sell
30,660
-26,973
-47% -$784K 0.09% 137
2017
Q3 		$1.73M Buy
+57,633
New +$1.75M 0.2% 97

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

Evergreen Capital Management's WMB Position: Q2 2026 in Review

Evergreen Capital Management reduced its Williams Companies (WMB) stake by 0.56% in Q2 2026, selling an estimated $10.7K and leaving 25,618 shares worth $1.9M. The position accounts for 0.03% of the portfolio, ranked #350.

Evergreen Capital Management first reported a position in WMB in Q3 2017 and has held it in 36 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Evergreen Capital Management held 25,618 shares of Williams Companies worth $1.9M as of Q2 2026.
  • Evergreen Capital Management sold 145 Williams Companies shares in Q2 2026, an estimated $10.7K.
  • Williams Companies made up 0.03% of Evergreen Capital Management's portfolio in Q2 2026, its #350 holding.
  • Evergreen Capital Management first reported a position in Williams Companies in Q3 2017 and has held it in 36 quarters since.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.