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Gross & Hartman Investments’s Williams Companies WMB Stock Holding History

Gross & Hartman Investments’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
-4,620
Closed -$336K – 86
2026
Q1 		$336K Buy
4,620
+1,172
+34% +$81.1K 0.17% 53
2025
Q4 		$207K Buy
+3,448
New +$208K 0.12% 69

Other funds holding WMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Gross & Hartman Investments's WMB Position: Q2 2026 in Review

Gross & Hartman Investments sold out of Williams Companies (WMB) in Q2 2026, closing a stake of 4,620 shares — an estimated $336K sold.

Gross & Hartman Investments first reported a position in WMB in Q4 2025 and held it in 2 quarters. The position peaked at $336K in Q1 2026. 1,744 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Gross & Hartman Investments reported no remaining Williams Companies position as of Q2 2026 after selling out during the quarter.
  • Gross & Hartman Investments sold 4,620 Williams Companies shares in Q2 2026, an estimated $336K.
  • Gross & Hartman Investments first reported a position in Williams Companies in Q4 2025 and held it in 2 quarters.
  • Gross & Hartman Investments's Williams Companies position peaked at $336K in Q1 2026.
  • 1,744 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Gross & Hartman Investments's 13F filing for Q2 2026, filed 13 Aug 2026.