Gemmer Asset Management’s Williams Companies WMB Stock Holding History

Gemmer 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	$237K	Buy	3,190 +17	+0.5%	+$1.25K	0.02%	166
2026 Q1	$231K	Buy	+3,173	New	+$220K	0.02%	161
2025 Q4	–	Sell	-3,224	Closed	-$204K	–	174
2025 Q3	$204K	Buy	+3,224	New	+$189K	0.02%	166
2022 Q2	–	Sell	-3,608	Closed	-$120K	–	1142
2022 Q1	$120K	Hold	3,608	–	–	0.01%	154
2021 Q4	$94K	Hold	3,608	–	–	0.01%	183
2021 Q3	$94K	Buy	3,608 +35	+1%	+$881	0.01%	165
2021 Q2	$95K	Hold	3,573	–	–	0.01%	178
2021 Q1	$85K	Hold	3,573	–	–	0.01%	179
2020 Q4	$72K	Hold	3,573	–	–	0.01%	188
2020 Q3	$70K	Hold	3,573	–	–	0.01%	164
2020 Q2	$68K	Sell	3,573 -117	-3%	-$2.18K	0.01%	167
2020 Q1	$52K	Buy	3,690 +470	+15%	+$9.1K	0.01%	179
2019 Q4	$76K	Hold	3,220	–	–	0.02%	153
2019 Q3	$77K	Buy	3,220 +34	+1%	+$857	0.02%	146
2019 Q2	$89K	Sell	3,186 -29	-0.9%	-$806	0.02%	130
2019 Q1	$92K	Hold	3,215	–	–	0.03%	130
2018 Q4	$71K	Buy	3,215 +205	+7%	+$5.13K	0.02%	140
2018 Q3	$82K	Buy	3,010 +2,589	+615%	+$75.1K	0.03%	133
2018 Q2	$11K	Buy	421 +4	+1%	+$105	﹤0.01%	672
2018 Q1	$10K	Buy	417 +4	+1%	+$118	﹤0.01%	704
2017 Q4	$13K	Buy	413 +4	+1%	+$116	﹤0.01%	606
2017 Q3	$12K	Hold	409	–	–	﹤0.01%	599
2017 Q2	$12K	Hold	409	–	–	0.01%	580
2017 Q1	$12K	Buy	409 +34	+9%	+$983	0.01%	583
2016 Q4	$12K	Buy	375 +6	+2%	+$181	0.01%	546
2016 Q3	$11K	Buy	369 +15	+4%	+$398	0.01%	563
2016 Q2	$8K	Hold	354	–	–	﹤0.01%	679
2016 Q1	$5K	Sell	354 -220	-38%	-$3.78K	﹤0.01%	844
2015 Q4	$15K	Buy	574 +254	+79%	+$8.88K	0.01%	400
2015 Q3	$12K	Sell	320 -55	-15%	-$2.74K	0.01%	498
2015 Q2	$22K	Buy	375 +39	+12%	+$2.01K	0.01%	303
2015 Q1	$17K	Buy	336 +16	+5%	+$742	0.01%	394
2014 Q4	$14K	Sell	320 -21	-6%	-$1.07K	0.01%	451
2014 Q3	$19K	Buy	341 +21	+7%	+$1.21K	0.01%	329
2014 Q2	$19K	Hold	320	–	–	0.01%	327
2014 Q1	$13K	Buy	+320	New	+$13K	0.01%	464

Other funds holding WMB

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

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

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

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

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM