Everpar Advisors’s Williams Companies WMB Stock Holding History

Everpar Advisors’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	$1.17M	Sell	15,797 -406	-3%	-$29.9K	0.33%	67
2026 Q1	$1.18M	Sell	16,203 -374	-2%	-$25.9K	0.41%	53
2025 Q4	$996K	Buy	16,577 +2,226	+16%	+$135K	0.37%	54
2025 Q3	$909K	Sell	14,351 -133	-0.9%	-$7.8K	0.36%	56
2025 Q2	$910K	Sell	14,484 -78	-0.5%	-$4.61K	0.41%	43
2025 Q1	$870K	Sell	14,562 -411	-3%	-$23.5K	0.46%	43
2024 Q4	$810K	Sell	14,973 -3,151	-17%	-$170K	0.41%	50
2024 Q3	$827K	Sell	18,124 -3,884	-18%	-$171K	0.43%	50
2024 Q2	$935K	Buy	22,008 +2,190	+11%	+$87.8K	0.47%	44
2024 Q1	$772K	Sell	19,818 -12,301	-38%	-$437K	0.47%	54
2023 Q4	$1.12M	Buy	+32,119	New	+$1.13M	0.52%	43

Other funds holding WMB

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Everpar Advisors's WMB Position: Q2 2026 in Review

Everpar Advisors reduced its Williams Companies (WMB) stake by 2.5% in Q2 2026, selling an estimated $29.9K and leaving 15,797 shares worth $1.17M. The position accounts for 0.33% of the portfolio, ranked #67.

Everpar Advisors first reported a position in WMB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.18M in Q1 2026. 279 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Everpar Advisors held 15,797 shares of Williams Companies worth $1.17M as of Q2 2026.
Everpar Advisors sold 406 Williams Companies shares in Q2 2026, an estimated $29.9K.
Williams Companies made up 0.33% of Everpar Advisors's portfolio in Q2 2026, its #67 holding.
Everpar Advisors first reported a position in Williams Companies in Q4 2023 and has held it in 11 quarters since.
Everpar Advisors's Williams Companies position peaked at $1.18M in Q1 2026.
279 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.