Guardian Partners’s Williams Companies WMB Stock Holding History

Guardian 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	$29.7K	Buy	+400	New	+$29.4K	﹤0.01%	299

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

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Guardian Partners's WMB Position: Q2 2026 in Review

Guardian Partners opened a new position in Williams Companies (WMB) in Q2 2026: 400 shares worth $29.7K. The stake represents ﹤0.01% of the portfolio and ranks #299 among its holdings.

699 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

Guardian Partners held 400 shares of Williams Companies worth $29.7K as of Q2 2026.
Williams Companies was a new Guardian Partners position in Q2 2026.
Williams Companies made up ﹤0.01% of Guardian Partners's portfolio in Q2 2026, its #299 holding.
699 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.