Great Diamond Partners’s Williams Companies WMB Stock Holding History

Great Diamond Partners’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	$2.68M	Buy	36,051 +349	+1%	+$25.7K	0.46%	68
2026 Q1	$2.6M	Buy	35,702 +832	+2%	+$57.6K	0.5%	61
2025 Q4	$2.1M	Buy	34,870 +150	+0.4%	+$9.07K	0.4%	77
2025 Q3	$2.2M	Buy	34,720 +1,888	+6%	+$111K	0.43%	71
2025 Q2	$2.06M	Buy	32,832 +16,730	+104%	+$988K	0.44%	68
2025 Q1	$962K	Buy	+16,102	New	+$922K	0.26%	87
2020 Q1	–	Sell	-1,508	Closed	-$35K	–	600
2019 Q4	$35K	Buy	+1,508	New	+$34.5K	0.01%	363

Other funds holding WMB

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

CAM

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

Great Diamond Partners's WMB Position: Q2 2026 in Review

Great Diamond Partners increased its Williams Companies (WMB) stake by 0.98% in Q2 2026, buying an estimated $25.7K and bringing the position to 36,051 shares worth $2.68M. The position accounts for 0.46% of the portfolio, ranked #68.

Great Diamond Partners first reported a position in WMB in Q4 2019 and has held it in 7 quarters since. 784 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Great Diamond Partners held 36,051 shares of Williams Companies worth $2.68M as of Q2 2026.
Great Diamond Partners bought 349 Williams Companies shares in Q2 2026, an estimated $25.7K.
Williams Companies made up 0.46% of Great Diamond Partners's portfolio in Q2 2026, its #68 holding.
Great Diamond Partners first reported a position in Williams Companies in Q4 2019 and has held it in 7 quarters since.
784 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.