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Grimes & Company’s Williams Companies WMB Stock Holding History

Grimes & Company’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 		– Sell
-14,233
Closed -$1.04M – 473
2026
Q1 		$1.04M Buy
14,233
+1,772
+14% +$123K 0.03% 237
2025
Q4 		$749K Buy
12,461
+3,522
+39% +$213K 0.02% 275
2025
Q3 		$566K Buy
+8,939
New +$525K 0.01% 298

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

Grimes & Company's WMB Position: Q2 2026 in Review

Grimes & Company sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 14,233 shares — an estimated $1.04M sold.

Grimes & Company first reported a position in WMB in Q3 2025 and held it in 3 quarters. The position peaked at $1.04M in Q1 2026. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Grimes & Company reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
  • Grimes & Company sold 14,233 Williams Companies shares in Q2 2026, an estimated $1.04M.
  • Grimes & Company first reported a position in Williams Companies in Q3 2025 and held it in 3 quarters.
  • Grimes & Company's Williams Companies position peaked at $1.04M in Q1 2026.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.