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Everstar Asset Management’s Williams Companies WMB Stock Holding History

Everstar Asset 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 		$271K Hold
3,640
– – 0.13% 156
2026
Q1 		$265K Hold
3,640
– – 0.14% 148
2025
Q4 		$219K Hold
3,640
– – 0.12% 165
2025
Q3 		$231K Sell
3,640
-17
-0.5% -$998 0.13% 159
2025
Q2 		$230K Sell
3,657
-231
-6% -$13.6K 0.14% 162
2025
Q1 		$232K Sell
3,888
-1,530
-28% -$87.6K 0.15% 154
2024
Q4 		$293K Sell
5,418
-1,182
-18% -$63.7K 0.21% 129
2024
Q3 		$301K Buy
+6,600
New +$290K 0.21% 133

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Everstar Asset Management's WMB Position: Q2 2026 in Review

Everstar Asset Management held its Williams Companies (WMB) position steady in Q2 2026 at 3,640 shares worth $271K. The position accounts for 0.13% of the portfolio, ranked #156.

Everstar Asset Management first reported a position in WMB in Q3 2024 and has held it in 8 quarters since. The position peaked at $301K in Q3 2024. 1,830 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Everstar Asset Management held 3,640 shares of Williams Companies worth $271K as of Q2 2026.
  • Everstar Asset Management left its Williams Companies share count unchanged in Q2 2026.
  • Williams Companies made up 0.13% of Everstar Asset Management's portfolio in Q2 2026, its #156 holding.
  • Everstar Asset Management first reported a position in Williams Companies in Q3 2024 and has held it in 8 quarters since.
  • Everstar Asset Management's Williams Companies position peaked at $301K in Q3 2024.
  • 1,830 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.