Generali Investments Management’s Williams Companies WMB Stock Holding History

Generali Investments 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	$1.28M	Sell	17,176 -531	-3%	-$39.1K	0.28%	64
2026 Q1	$1.29M	Buy	17,707 +6,806	+62%	+$471K	0.3%	71
2025 Q4	$655K	Buy	10,901 +1,006	+10%	+$60.8K	0.13%	98
2025 Q3	$627K	Sell	9,895 -4,326	-30%	-$254K	0.13%	106
2025 Q2	$892K	Buy	14,221 +3,440	+32%	+$203K	0.2%	91
2025 Q1	$644K	Sell	10,781 -7,918	-42%	-$453K	0.18%	91
2024 Q4	$1.01M	Buy	+18,699	New	+$1.01M	0.26%	73

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) 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Generali Investments Management's WMB Position: Q2 2026 in Review

Generali Investments Management reduced its Williams Companies (WMB) stake by 3% in Q2 2026, selling an estimated $39.1K and leaving 17,176 shares worth $1.28M. The position accounts for 0.28% of the portfolio, ranked #64.

Generali Investments Management first reported a position in WMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.29M in Q1 2026. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Generali Investments Management held 17,176 shares of Williams Companies worth $1.28M as of Q2 2026.
Generali Investments Management sold 531 Williams Companies shares in Q2 2026, an estimated $39.1K.
Williams Companies made up 0.28% of Generali Investments Management's portfolio in Q2 2026, its #64 holding.
Generali Investments Management first reported a position in Williams Companies in Q4 2024 and has held it in 7 quarters since.
Generali Investments Management's Williams Companies position peaked at $1.29M in Q1 2026.
514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Generali Investments Management's 13F filing for Q2 2026, filed 10 Jul 2026.