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Greenleaf Trust’s Williams Companies WMB Stock Holding History

Greenleaf Trust’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 		$1.8M Buy
24,238
+902
+4% +$66.4K 0.02% 230
2026
Q1 		$1.7M Buy
23,336
+1,008
+5% +$69.8K 0.02% 226
2025
Q4 		$1.34M Sell
22,328
-658
-3% -$39.8K 0.01% 259
2025
Q3 		$1.46M Sell
22,986
-2,253
-9% -$132K 0.01% 251
2025
Q2 		$1.59M Sell
25,239
-2,302
-8% -$136K 0.01% 237
2025
Q1 		$1.65M Buy
27,541
+3,028
+12% +$173K 0.02% 229
2024
Q4 		$1.33M Buy
24,513
+3,088
+14% +$166K 0.01% 270
2024
Q3 		$978K Sell
21,425
-516
-2% -$22.7K 0.01% 331
2024
Q2 		$932K Buy
21,941
+421
+2% +$16.9K 0.01% 314
2024
Q1 		$839K Sell
21,520
-936
-4% -$33.3K 0.01% 335
2023
Q4 		$782K Buy
22,456
+3,395
+18% +$119K 0.01% 336
2023
Q3 		$642K Sell
19,061
-367
-2% -$12.5K 0.01% 367
2023
Q2 		$634K Buy
19,428
+1,634
+9% +$49K 0.01% 390
2023
Q1 		$531K Buy
17,794
+1,454
+9% +$44.9K 0.01% 436
2022
Q4 		$538K Buy
16,340
+1,814
+12% +$59.1K 0.01% 425
2022
Q3 		$416K Buy
14,526
+438
+3% +$14.3K 0.01% 441
2022
Q2 		$440K Buy
14,088
+1,769
+14% +$61.1K 0.01% 441
2022
Q1 		$412K Buy
12,319
+315
+3% +$9.63K ﹤0.01% 478
2021
Q4 		$313K Sell
12,004
-4
-0% -$111 ﹤0.01% 588
2021
Q3 		$311K Buy
12,008
+1,297
+12% +$32.7K ﹤0.01% 566
2021
Q2 		$284K Buy
10,711
+862
+9% +$22.1K ﹤0.01% 595
2021
Q1 		$233K Buy
+9,849
New +$224K ﹤0.01% 640
2019
Q4 		– Sell
-9,221
Closed -$222K – 579
2019
Q3 		$222K Sell
9,221
-5,138
-36% -$130K ﹤0.01% 488
2019
Q2 		$403K Buy
14,359
+2,298
+19% +$63.9K 0.01% 331
2019
Q1 		$346K Sell
12,061
-1,271
-10% -$34.1K 0.01% 350
2018
Q4 		$294K Buy
13,332
+3,268
+32% +$81.7K 0.01% 370
2018
Q3 		$274K Buy
10,064
+2,658
+36% +$77.1K 0.01% 421
2018
Q2 		$201K Buy
+7,406
New +$195K ﹤0.01% 482
2018
Q1 		– Sell
-569
Closed -$17K – 670
2017
Q4 		$17K Sell
569
-152
-21% -$4.42K ﹤0.01% 619
2017
Q3 		$22K Buy
+721
New +$21.9K ﹤0.01% 566

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)
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FI
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

Greenleaf Trust's WMB Position: Q2 2026 in Review

Greenleaf Trust increased its Williams Companies (WMB) stake by 3.9% in Q2 2026, buying an estimated $66.4K and bringing the position to 24,238 shares worth $1.8M. The position accounts for 0.02% of the portfolio, ranked #230.

Greenleaf Trust first reported a position in WMB in Q3 2017 and has held it in 30 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Greenleaf Trust held 24,238 shares of Williams Companies worth $1.8M as of Q2 2026.
  • Greenleaf Trust bought 902 Williams Companies shares in Q2 2026, an estimated $66.4K.
  • Williams Companies made up 0.02% of Greenleaf Trust's portfolio in Q2 2026, its #230 holding.
  • Greenleaf Trust first reported a position in Williams Companies in Q3 2017 and has held it in 30 quarters since.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.