ECM
WMB icon

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
2020
Q2 		– Sell
-2,000
Closed -$28K – 434
2020
Q1 		$28K Hold
2,000
– – ﹤0.01% 363
2019
Q4 		$47K Buy
+2,000
New +$45.8K ﹤0.01% 464

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.