Fairview Capital Investment Management’s Williams Companies WMB Stock Holding History

Fairview Capital Investment 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	$9.04M	Buy	121,663 +66,298	+120%	+$4.88M	0.48%	39
2026 Q1	$4.03M	Buy	+55,365	New	+$3.83M	0.22%	71
2019 Q3	–	Sell	-7,300	Closed	-$204K	–	145
2019 Q2	$204K	Hold	7,300	–	–	0.01%	141
2019 Q1	$209K	Buy	+7,300	New	+$196K	0.01%	136
2018 Q1	–	Sell	-7,300	Closed	-$223K	–	132
2017 Q4	$223K	Hold	7,300	–	–	0.01%	114
2017 Q3	$219K	Buy	+7,300	New	+$222K	0.01%	109
2015 Q3	–	Sell	-3,800	Closed	-$218K	–	76
2015 Q2	$218K	Buy	+3,800	New	+$196K	0.02%	70
2014 Q4	–	Sell	-3,800	Closed	-$210K	–	81
2014 Q3	$210K	Hold	3,800	–	–	0.02%	73
2014 Q2	$221K	Buy	+3,800	New	+$176K	0.02%	72

Other funds holding WMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fairview Capital Investment Management's WMB Position: Q2 2026 in Review

Fairview Capital Investment Management increased its Williams Companies (WMB) stake by 120% in Q2 2026, buying an estimated $4.88M and bringing the position to 121,663 shares worth $9.04M. The position accounts for 0.48% of the portfolio, ranked #39.

Fairview Capital Investment Management first reported a position in WMB in Q2 2014 and has held it in 9 quarters since. 1,835 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Fairview Capital Investment Management held 121,663 shares of Williams Companies worth $9.04M as of Q2 2026.
Fairview Capital Investment Management bought 66,298 Williams Companies shares in Q2 2026, an estimated $4.88M.
Williams Companies made up 0.48% of Fairview Capital Investment Management's portfolio in Q2 2026, its #39 holding.
Fairview Capital Investment Management first reported a position in Williams Companies in Q2 2014 and has held it in 9 quarters since.
1,835 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Fairview Capital Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.